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

ARS Wealth Advisors 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	$45.8M	Sell	233,998 -1,570	-0.7%	-$290K	3.33%	7
2026 Q2	$44.9M	Sell	235,568 -2,724	-1%	-$465K	3.51%	5
2026 Q1	$31.7M	Sell	238,292 -8	-0%	-$1.13K	2.68%	10
2025 Q4	$34.3M	Buy	238,300 +1,514	+0.6%	+$219K	3.09%	10
2025 Q3	$33.4M	Buy	236,786 +2,328	+1%	+$308K	3.29%	9
2025 Q2	$29.7M	Buy	234,458 +4,732	+2%	+$525K	3.42%	9
2025 Q1	$23.7M	Sell	229,726 -2,214	-1%	-$251K	3.35%	8
2024 Q4	$27M	Sell	231,940 -1,276	-0.5%	-$148K	3.7%	7
2024 Q3	$26.3M	Sell	233,216 -3,304	-1%	-$363K	3.23%	8
2024 Q2	$26.8M	Sell	236,520 -692	-0.3%	-$72.9K	3.47%	8
2024 Q1	$24.7M	Buy	237,212 +13,956	+6%	+$1.41M	3.33%	7
2023 Q4	$21.5M	Buy	223,256 +4,326	+2%	+$385K	3.18%	7
2023 Q3	$17.9M	Sell	218,930 -3,308	-1%	-$284K	2.94%	6
2023 Q2	$19.3M	Sell	222,238 -9,766	-4%	-$770K	3.07%	5
2023 Q1	$17.5M	Buy	232,004 +2,412	+1%	+$166K	3.23%	4
2022 Q4	$14.3M	Sell	229,592 -17,808	-7%	-$1.13M	2.35%	10
2022 Q3	$14.7M	Sell	247,400 -5,008	-2%	-$342K	2.24%	10
2022 Q2	$16M	Sell	252,408 -4,530	-2%	-$316K	2.2%	10
2022 Q1	$20.4M	Sell	256,938 -3,958	-2%	-$311K	3.56%	8
2021 Q4	$22.7M	Sell	260,896 -9,258	-3%	-$762K	3.81%	7
2021 Q3	$20.2M	Buy	+270,154	New	+$20.8M	3.66%	8

Other funds holding XLK

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

ARS Wealth Advisors Group's XLK Position: Q3 2026 in Review

ARS Wealth Advisors Group reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.67% in Q3 2026, selling an estimated $290K and leaving 233,998 shares worth $45.8M. The position accounts for 3.33% of the portfolio, ranked #7.

ARS Wealth Advisors Group first reported a position in XLK in Q3 2021 and has held it in 21 quarters since. 2,191 funds tracked by Wall St. Rank hold XLK as of Q3 2026.

ARS Wealth Advisors Group held 233,998 shares of State Street Technology Select Sector SPDR ETF worth $45.8M as of Q3 2026.
ARS Wealth Advisors Group sold 1,570 State Street Technology Select Sector SPDR ETF shares in Q3 2026, an estimated $290K.
State Street Technology Select Sector SPDR ETF made up 3.33% of ARS Wealth Advisors Group's portfolio in Q3 2026, its #7 holding.
ARS Wealth Advisors Group first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2021 and has held it in 21 quarters since.
2,191 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q3 2026, filed 16 Oct 2026.