B.A. Schrock Wealth Management, Inc.’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

B.A. Schrock Wealth Management, Inc.’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	$596K	Buy	+3,013	New	+$556K	0.22%	86

Other funds holding XLK

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Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Essex LLC Deer Park, Illinois $660M AUM 26.07% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

B.A. Schrock Wealth Management, Inc.'s XLK Position: Q3 2026 in Review

B.A. Schrock Wealth Management, Inc. opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q3 2026: 3,013 shares worth $596K. The stake represents 0.22% of the portfolio and ranks #86 among its holdings.

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

B.A. Schrock Wealth Management, Inc. held 3,013 shares of State Street Technology Select Sector SPDR ETF worth $596K as of Q3 2026.
State Street Technology Select Sector SPDR ETF was a new B.A. Schrock Wealth Management, Inc. position in Q3 2026.
State Street Technology Select Sector SPDR ETF made up 0.22% of B.A. Schrock Wealth Management, Inc.'s portfolio in Q3 2026, its #86 holding.
429 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.

Based on B.A. Schrock Wealth Management, Inc.'s 13F filing for Q3 2026, filed 15 Oct 2026.