Altus Wealth Group
XLK icon

Altus Wealth Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Altus Wealth Group’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 		$1.63M Hold
8,330
– – 0.61% 28
2026
Q2 		$1.59M Sell
8,330
-1
-0% -$171 0.57% 30
2026
Q1 		$1.11M Sell
8,331
-3,959
-32% -$558K 0.45% 43
2025
Q4 		$1.77M Sell
12,290
-888
-7% -$128K 0.71% 29
2025
Q3 		$1.86M Buy
13,178
+68
+0.5% +$9.01K 0.76% 29
2025
Q2 		$1.66M Buy
13,110
+598
+5% +$66.4K 0.73% 29
2025
Q1 		$1.29M Sell
12,512
-45,598
-78% -$5.17M 0.6% 33
2024
Q4 		$6.76M Sell
58,110
-2,738
-4% -$319K 2.99% 7
2024
Q3 		$6.87M Sell
60,848
-6,966
-10% -$765K 2.94% 8
2024
Q2 		$7.67M Sell
67,814
-18,334
-21% -$1.93M 3.84% 5
2024
Q1 		$8.97M Sell
86,148
-5,528
-6% -$559K 4.5% 3
2023
Q4 		$8.82M Sell
91,676
-390
-0.4% -$34.7K 4.89% 4
2023
Q3 		$7.55M Sell
92,066
-1,852
-2% -$159K 4.79% 3
2023
Q2 		$8.16M Sell
93,918
-2,158
-2% -$170K 5.01% 3
2023
Q1 		$7.25M Sell
96,076
-208
-0.2% -$14.3K 4.89% 3
2022
Q4 		$5.99M Buy
96,284
+93,178
+3,000% +$5.92M 4.55% 3
2022
Q3 		$232K Hold
3,106
– – 0.23% 98
2022
Q2 		$232K Sell
3,106
-772
-20% -$53.8K 0.23% 98
2022
Q1 		$308K Buy
3,878
+672
+21% +$52.8K 0.25% 80
2021
Q4 		$279K Buy
3,206
+100
+3% +$8.24K 0.23% 91
2021
Q3 		$232K Buy
3,106
+200
+7% +$15.4K 0.23% 98
2021
Q2 		$215K Hold
2,906
– – 0.21% 102
2021
Q1 		$199K Buy
2,906
+40
+1% +$2.64K 0.2% 104
2020
Q4 		$186K Buy
+2,866
New +$175K 0.18% 101

Other funds holding XLK

WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return
KCM Investment Advisors
KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Bar Harbor Wealth Management
Bar Harbor Wealth Management Concord, New Hampshire $1.82B AUM 24.36% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
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

Altus Wealth Group's XLK Position: Q3 2026 in Review

Altus Wealth Group held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q3 2026 at 8,330 shares worth $1.63M. The position accounts for 0.61% of the portfolio, ranked #28.

Altus Wealth Group first reported a position in XLK in Q4 2020 and has held it in 24 quarters since. The position peaked at $8.97M in Q1 2024. 1,086 funds tracked by Wall St. Rank hold XLK as of Q3 2026.

  • Altus Wealth Group held 8,330 shares of State Street Technology Select Sector SPDR ETF worth $1.63M as of Q3 2026.
  • Altus Wealth Group left its State Street Technology Select Sector SPDR ETF share count unchanged in Q3 2026.
  • State Street Technology Select Sector SPDR ETF made up 0.61% of Altus Wealth Group's portfolio in Q3 2026, its #28 holding.
  • Altus Wealth Group first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2020 and has held it in 24 quarters since.
  • Altus Wealth Group's State Street Technology Select Sector SPDR ETF position peaked at $8.97M in Q1 2024.
  • 1,086 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.

Based on Altus Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.