My Personal CFO LLC’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

My Personal CFO LLC’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	$678K	Sell	3,558 -126	-3%	-$21.5K	0.26%	52
2026 Q1	$490K	Sell	3,684 -1,110	-23%	-$156K	0.21%	59
2025 Q4	$690K	Buy	+4,794	New	+$692K	0.29%	54
2025 Q3	–	Sell	-4,934	Closed	-$625K	–	157
2025 Q2	$625K	Sell	4,934 -2,000	-29%	-$222K	0.28%	55
2025 Q1	$716K	Buy	6,934 +4,042	+140%	+$458K	0.36%	46
2024 Q4	$336K	Hold	2,892	–	–	0.17%	70
2024 Q3	$326K	Sell	2,892 -34	-1%	-$3.73K	0.18%	70
2024 Q2	$331K	Sell	2,926 -84	-3%	-$8.85K	0.18%	79
2024 Q1	$313K	Hold	3,010	–	–	0.18%	77
2023 Q4	$290K	Buy	3,010 +2	+0.1%	+$178	0.19%	81
2023 Q3	$247K	Hold	3,008	–	–	0.2%	73
2023 Q2	$262K	Buy	+3,008	New	+$237K	0.21%	70
2023 Q1	–	Sell	-4	Closed	-$292K	–	851
2022 Q4	$292K	Hold	4	–	–	0.27%	54
2022 Q3	$284K	Sell	4 -4,680	-100%	-$319K	0.43%	48
2022 Q2	$298K	Buy	+4,684	New	+$326K	0.38%	44

Other funds holding XLK

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

My Personal CFO LLC's XLK Position: Q2 2026 in Review

My Personal CFO LLC reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 3.4% in Q2 2026, selling an estimated $21.5K and leaving 3,558 shares worth $678K. The position accounts for 0.26% of the portfolio, ranked #52.

My Personal CFO LLC first reported a position in XLK in Q2 2022 and has held it in 15 quarters since. The position peaked at $716K in Q1 2025. 1,464 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

My Personal CFO LLC held 3,558 shares of State Street Technology Select Sector SPDR ETF worth $678K as of Q2 2026.
My Personal CFO LLC sold 126 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $21.5K.
State Street Technology Select Sector SPDR ETF made up 0.26% of My Personal CFO LLC's portfolio in Q2 2026, its #52 holding.
My Personal CFO LLC first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2022 and has held it in 15 quarters since.
My Personal CFO LLC's State Street Technology Select Sector SPDR ETF position peaked at $716K in Q1 2025.
1,464 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on My Personal CFO LLC's 13F filing for Q2 2026, filed 22 Jul 2026.