BUTENSKY & COHEN FINANCIAL SECURITY, INC XLK — TECHNOLOGY SELECT SECTOR SPDR

Ownership history in BUTENSKY & COHEN FINANCIAL SECURITY, INC  ·  47 quarters on record

AI Ownership Summary

BUTENSKY & COHEN FINANCIAL SECURITY, INC reported TECHNOLOGY SELECT SECTOR SPDR (XLK) in 47 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 1.42% in 2026 Q2. The latest visible filing shows XLK at 1.42% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this XLK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BUTENSKY & COHEN FINANCIAL SECURITY, INC's position in TECHNOLOGY SELECT SECTOR SPDR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

XLK was reported at 1.42% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.42% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BUTENSKY & COHEN FINANCIAL SECURITY, INC held XLK — position size vs. price
% of Fund (quarterly)    XLK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 30,210 -2,250 -6.9% 1.42% $5.8M 2026-07-10 $185.56
2026 Q1 ADDED — — — 32,460 +353 +1.1% 1.14% $4.3M 2026-04-09 $141.74
2025 Q4 ADDED — — — 32,107 +15,509 +93.4% 1.25% $4.6M 2026-01-13 $145.95
2025 Q3 REDUCED — — — 16,598 -752 -4.3% 1.30% $4.7M 2025-10-20 $143.36
2025 Q2 ADDED — — — 17,350 +786 +4.7% 1.31% $4.4M 2025-07-11 $127.11
2025 Q1 ADDED — — — 16,564 +229 +1.4% 1.05% $3.4M 2025-04-11 $98.38
2024 Q4 REDUCED — — — 16,335 -22 -0.1% 1.19% $3.8M 2025-01-15 $115.01
2024 Q3 REDUCED — — — 16,357 -160 -1.0% 1.10% $3.7M 2024-10-16 $113.39
2024 Q2 REDUCED — — — 16,517 -248 -1.5% 1.19% $3.7M 2024-07-11 $114.34
2024 Q1 REDUCED 6.2% +9.6% ❌ 16,765 -1,100 -6.2% 1.09% $3.5M 2024-04-05 $101.69
37 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About BUTENSKY & COHEN FINANCIAL SECURITY, INC and XLK

These are the practical questions this page is built to answer before you even open the full history table.

How long has BUTENSKY & COHEN FINANCIAL SECURITY, INC reported owning XLK?

BUTENSKY & COHEN FINANCIAL SECURITY, INC reported XLK across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported XLK position in BUTENSKY & COHEN FINANCIAL SECURITY, INC's portfolio?

The largest reported portfolio weight for XLK was 1.42% in 2026 Q2.

What is the latest reported XLK position on this page?

The most recent filing on this page is 2026 Q2, when BUTENSKY & COHEN FINANCIAL SECURITY, INC reported 30,210 shares, equal to 1.42% of portfolio, with an estimated market value of $5.8M.

What does the chart on this XLK ownership page compare?

The chart compares BUTENSKY & COHEN FINANCIAL SECURITY, INC's quarterly XLK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BUTENSKY & COHEN FINANCIAL SECURITY, INC time their XLK position?

Based on 13F filing dates vs. subsequent XLK price moves, BUTENSKY & COHEN FINANCIAL SECURITY, INC correctly timed 23 out of 46 reported position changes (50%). The annualised alpha on XLK relative to SPY over the holding period was +32.2%.

← Back to BUTENSKY & COHEN FINANCIAL SECURITY, INC Holdings