Wakefield Asset Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$696K Buy
+3,652
New +$624K 0.16% 165
2020
Q4
– Sell
-3,442
Closed -$201K – 190
2020
Q3
$201K Buy
+3,442
New +$194K 0.09% 154

Other funds holding XLK

Wakefield Asset Management's XLK Position: Q2 2026 in Review

Wakefield Asset Management opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q2 2026: 3,652 shares worth $696K. The stake represents 0.16% of the portfolio and ranks #165 among its holdings. This is a return to the name: Wakefield Asset Management previously reported a position in XLK as recently as Q3 2020.

Wakefield Asset Management first reported a position in XLK in Q3 2020 and has held it in 2 quarters since. 2,671 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Wakefield Asset Management held 3,652 shares of State Street Technology Select Sector SPDR ETF worth $696K as of Q2 2026.
  • State Street Technology Select Sector SPDR ETF was a new Wakefield Asset Management position in Q2 2026.
  • State Street Technology Select Sector SPDR ETF made up 0.16% of Wakefield Asset Management's portfolio in Q2 2026, its #165 holding.
  • Wakefield Asset Management first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2020 and has held it in 2 quarters since.
  • 2,671 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Wakefield Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.