XLK — SPDR TECHNOLOGY SELECT

Ownership history in Cerity Partners OCIO LLC  ·  24 quarters on record

This page tracks every 13F SEC filing in which Cerity Partners OCIO LLC reported a position in SPDR TECHNOLOGY SELECT (XLK). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
13.25% (2025 Q4)
Avg. % of fund
0.59%
First filed
2013 Q2
Last filed
2025 Q4
Quarters held
24
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 1,663,939 +1,647,903 +10276.3% 13.25% $239.6M $143.97
2022 Q4 REDUCED 16,036 -12,380 -43.6% 0.06% $2.0M $60.89
2022 Q3 ADDED 28,416 +15,824 +125.7% 0.12% $3.4M $57.95
2022 Q2 ADDED 12,592 +1,194 +10.5% 0.05% $1.6M $61.87
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% of Fund (quarterly)    XLK price (monthly, adj. close)

Other funds also holding XLK

As of 2025 Q4 — sorted by position size

Main Management ETF Advisors, LLC 3Y 7Y 28.25% IMZ Advisory Inc 26.43% TIFF ADVISORY SERVICES, LLC 3Y 7Y 15.4% SOUTHERN CAPITAL SERVICES INC /ADV 15.19% PTM WEALTH MANAGEMENT, LLC 14.72% Conservest Capital Advisors, Inc. 3Y 7Y 11.97% Biltmore Wealth Management, LLC 3Y 7Y 11.87% Cooksen Wealth, LLC 11.86% Fox Financial, Inc 11.74% Parker Investment Management, LLC 3Y 7Y 11.48%
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