W.H. Cornerstone Investments’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

W.H. Cornerstone Investments’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	$316K	Sell	1,660 -20	-1%	-$3.42K	0.18%	108
2026 Q1	$223K	Buy	1,680 +2	+0.1%	+$282	0.14%	123
2025 Q4	$242K	Buy	1,678 +2	+0.1%	+$289	0.15%	103
2025 Q3	$236K	Buy	1,676 +2	+0.1%	+$265	0.14%	103
2025 Q2	$212K	Buy	+1,674	New	+$186K	0.13%	108
2024 Q3	–	Sell	-1,974	Closed	-$223K	–	136
2024 Q2	$223K	Buy	1,974 +4	+0.2%	+$421	0.16%	113
2024 Q1	$205K	Buy	+1,970	New	+$199K	0.15%	130
2023 Q1	–	Sell	-3,628	Closed	-$237K	–	139
2022 Q4	$237K	Buy	+3,628	New	+$230K	0.22%	114

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

W.H. Cornerstone Investments's XLK Position: Q2 2026 in Review

W.H. Cornerstone Investments reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 1.2% in Q2 2026, selling an estimated $3.42K and leaving 1,660 shares worth $316K. The position accounts for 0.18% of the portfolio, ranked #108.

W.H. Cornerstone Investments first reported a position in XLK in Q4 2022 and has held it in 8 quarters since. 2,667 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

W.H. Cornerstone Investments held 1,660 shares of State Street Technology Select Sector SPDR ETF worth $316K as of Q2 2026.
W.H. Cornerstone Investments sold 20 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $3.42K.
State Street Technology Select Sector SPDR ETF made up 0.18% of W.H. Cornerstone Investments's portfolio in Q2 2026, its #108 holding.
W.H. Cornerstone Investments first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2022 and has held it in 8 quarters since.
2,667 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on W.H. Cornerstone Investments's 13F filing for Q2 2026, filed 7 Aug 2026.