Able Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Able Wealth Management’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	$443K	Buy	2,203 +1	+0%	+$185	0.1%	92
2026 Q2	$420K	Sell	2,202 -16	-0.7%	-$2.73K	0.1%	89
2026 Q1	$295K	Sell	2,218 -7	-0.3%	-$986	0.08%	98
2025 Q4	$320K	Sell	2,225 -305	-12%	-$44K	0.1%	89
2025 Q3	$357K	Buy	2,530 +10	+0.4%	+$1.32K	0.13%	81
2025 Q2	$319K	Buy	2,520 +78	+3%	+$8.66K	0.16%	85
2025 Q1	$252K	Buy	+2,442	New	+$277K	0.15%	85
2024 Q1	–	Sell	-236	Closed	-$22.6K	–	585
2023 Q4	$22.6K	Buy	+236	New	+$21K	0.02%	192

Other funds holding XLK

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Bar Harbor Wealth Management Concord, New Hampshire $1.82B AUM 24.36% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

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

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

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

Able Wealth Management's XLK Position: Q3 2026 in Review

Able Wealth Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.05% in Q3 2026, buying an estimated $185 and bringing the position to 2,203 shares worth $443K. The position accounts for 0.1% of the portfolio, ranked #92.

Able Wealth Management first reported a position in XLK in Q4 2023 and has held it in 8 quarters since. 1,020 funds tracked by Wall St. Rank hold XLK as of Q3 2026.

Able Wealth Management held 2,203 shares of State Street Technology Select Sector SPDR ETF worth $443K as of Q3 2026.
Able Wealth Management bought 1 State Street Technology Select Sector SPDR ETF share in Q3 2026, an estimated $185.
State Street Technology Select Sector SPDR ETF made up 0.1% of Able Wealth Management's portfolio in Q3 2026, its #92 holding.
Able Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2023 and has held it in 8 quarters since.
1,020 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.

Based on Able Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.