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

Personal CFO Solutions’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	$899K	Sell	4,718 -1,783	-27%	-$305K	0.13%	140
2026 Q1	$864K	Buy	6,501 +676	+12%	+$95.3K	0.12%	146
2025 Q4	$839K	Buy	5,825 +3	+0.1%	+$433	0.13%	148
2025 Q3	$821K	Sell	5,822 -2,254	-28%	-$299K	0.14%	144
2025 Q2	$1.02M	Buy	+8,076	New	+$896K	0.19%	104
2025 Q1	–	Sell	-9,674	Closed	-$1.12M	–	497
2024 Q4	$1.12M	Buy	9,674 +1,332	+16%	+$155K	0.22%	94
2024 Q3	$942K	Buy	8,342 +744	+10%	+$81.7K	0.13%	149
2024 Q2	$859K	Sell	7,598 -232	-3%	-$24.4K	0.13%	147
2024 Q1	$816K	Sell	7,830 -1,870	-19%	-$189K	0.13%	160
2023 Q4	$934K	Sell	9,700 -14,568	-60%	-$1.3M	0.16%	129
2023 Q3	$1.99M	Sell	24,268 -1,656	-6%	-$142K	0.39%	54
2023 Q2	$2.25M	Buy	25,924 +238	+0.9%	+$18.8K	0.46%	46
2023 Q1	$1.94M	Buy	+25,686	New	+$1.77M	0.4%	56
2022 Q1	–	Sell	-15,472	Closed	-$1.34M	–	523
2021 Q4	$1.34M	Sell	15,472 -1,908	-11%	-$157K	0.25%	75
2021 Q3	$1.3M	Buy	17,380 +3,200	+23%	+$247K	0.27%	76
2021 Q2	$1.05M	Sell	14,180 -1,530	-10%	-$107K	0.21%	91
2021 Q1	$1.04M	Sell	15,710 -2,830	-15%	-$187K	0.23%	90
2020 Q4	$1.21M	Sell	18,540 -804	-4%	-$49K	0.3%	72
2020 Q3	$1M	Sell	19,344 -35,772	-65%	-$2.02M	0.33%	129
2020 Q2	$2.88M	Buy	+55,116	New	+$2.59M	0.85%	27
2020 Q1	–	Sell	-31,574	Closed	-$1.45M	–	381
2019 Q4	$1.45M	Sell	31,574 -1,644	-5%	-$70.4K	0.41%	40
2019 Q3	$1.34M	Buy	+33,218	New	+$1.33M	0.53%	36

Other funds holding XLK

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Personal CFO Solutions's XLK Position: Q2 2026 in Review

Personal CFO Solutions reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 27% in Q2 2026, selling an estimated $305K and leaving 4,718 shares worth $899K. The position accounts for 0.13% of the portfolio, ranked #140.

Personal CFO Solutions first reported a position in XLK in Q3 2019 and has held it in 22 quarters since. The position peaked at $2.88M in Q2 2020. 2,659 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Personal CFO Solutions held 4,718 shares of State Street Technology Select Sector SPDR ETF worth $899K as of Q2 2026.
Personal CFO Solutions sold 1,783 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $305K.
State Street Technology Select Sector SPDR ETF made up 0.13% of Personal CFO Solutions's portfolio in Q2 2026, its #140 holding.
Personal CFO Solutions first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2019 and has held it in 22 quarters since.
Personal CFO Solutions's State Street Technology Select Sector SPDR ETF position peaked at $2.88M in Q2 2020.
2,659 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.