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STACKSTONE WEALTH, LLC’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

STACKSTONE WEALTH, LLC’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
Q3 		$3.83M Buy
+19,543
New +$3.61M 0.38% 66

Other funds holding XLK

CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Galvin Gaustad & Stein
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Asset Advisors Investment Management
Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
KWMG LLC
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

STACKSTONE WEALTH, LLC's XLK Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q3 2026: 19,543 shares worth $3.83M. The stake represents 0.38% of the portfolio and ranks #66 among its holdings.

610 funds tracked by Wall St. Rank hold XLK as of Q3 2026.

  • STACKSTONE WEALTH, LLC held 19,543 shares of State Street Technology Select Sector SPDR ETF worth $3.83M as of Q3 2026.
  • State Street Technology Select Sector SPDR ETF was a new STACKSTONE WEALTH, LLC position in Q3 2026.
  • State Street Technology Select Sector SPDR ETF made up 0.38% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #66 holding.
  • 610 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.