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Mason & Associates (California)’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Mason & Associates (California)’s Portfolio XLK Stock Details XLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.16M Sell
6,066
-47
-0.8% -$8.03K 0.19% 61
2026
Q1 		$779K Buy
6,113
+75
+1% +$10.6K 0.15% 79
2025
Q4 		$869K Sell
6,038
-294
-5% -$42.5K 0.16% 69
2025
Q3 		$892K Buy
6,332
+4
+0.1% +$530 0.18% 54
2025
Q2 		$801K Sell
6,328
-36
-0.6% -$4K 0.19% 57
2025
Q1 		$657K Buy
6,364
+4
+0.1% +$453 0.16% 62
2024
Q4 		$739K Buy
6,360
+4
+0.1% +$465 0.17% 60
2024
Q3 		$717K Buy
6,356
+578
+10% +$63.4K 0.18% 59
2024
Q2 		$654K Sell
5,778
-564
-9% -$59.4K 0.17% 55
2024
Q1 		$660K Buy
6,342
+2
+0% +$202 0.18% 53
2023
Q4 		$610K Buy
6,340
+6
+0.1% +$534 0.18% 45
2023
Q3 		$519K Buy
6,334
+4
+0.1% +$343 0.17% 47
2023
Q2 		$550K Sell
6,330
-464
-7% -$36.6K 0.16% 44
2023
Q1 		$513K Buy
6,794
+4
+0.1% +$275 0.16% 49
2022
Q4 		$422K Sell
6,790
-198
-3% -$12.6K 0.13% 52
2022
Q3 		$415K Buy
6,988
+190
+3% +$13K 0.15% 54
2022
Q2 		$432K Sell
6,798
-982
-13% -$68.4K 0.15% 54
2022
Q1 		$618K Sell
7,780
-630
-7% -$49.5K 0.19% 55
2021
Q4 		$731K Buy
+8,410
New +$693K 0.22% 43

Other funds holding XLK

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mason & Associates (California)'s XLK Position: Q2 2026 in Review

Mason & Associates (California) reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.77% in Q2 2026, selling an estimated $8.03K and leaving 6,066 shares worth $1.16M. The position accounts for 0.19% of the portfolio, ranked #61.

Mason & Associates (California) first reported a position in XLK in Q4 2021 and has held it in 19 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Mason & Associates (California) held 6,066 shares of State Street Technology Select Sector SPDR ETF worth $1.16M as of Q2 2026.
  • Mason & Associates (California) sold 47 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $8.03K.
  • State Street Technology Select Sector SPDR ETF made up 0.19% of Mason & Associates (California)'s portfolio in Q2 2026, its #61 holding.
  • Mason & Associates (California) first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Mason & Associates (California)'s 13F filing for Q2 2026, filed 23 Jul 2026.