Atwood & Palmer’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Atwood & Palmer’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	$3.13K	Hold	16	–	–	﹤0.01%	435
2026 Q2	$3.05K	Hold	16	–	–	﹤0.01%	425
2026 Q1	$2.13K	Buy	+16	New	+$2.25K	﹤0.01%	441
2023 Q1	–	Sell	-804	Closed	-$50K	–	396
2022 Q4	$50K	Buy	+804	New	+$51.1K	﹤0.01%	212
2018 Q3	–	Sell	-236	Closed	-$8K	–	338
2018 Q2	$8K	Buy	+236	New	+$8.1K	﹤0.01%	268
2015 Q1	–	Sell	-16,000	Closed	-$331K	–	351
2014 Q4	$331K	Hold	16,000	–	–	0.06%	102
2014 Q3	$319K	Buy	+16,000	New	+$317K	0.06%	101
2014 Q2	–	Sell	-18,722	Closed	-$340K	–	333
2014 Q1	$340K	Sell	18,722 -926	-5%	-$16.5K	0.08%	93
2013 Q4	$351K	Hold	19,648	–	–	0.09%	88
2013 Q3	$315K	Hold	19,648	–	–	0.09%	89
2013 Q2	$300K	Buy	+19,648	New	+$304K	0.08%	86

Other funds holding XLK

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

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 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

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Atwood & Palmer's XLK Position: Q3 2026 in Review

Atwood & Palmer held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q3 2026 at 16 shares worth $3.13K. The position accounts for ﹤0.01% of the portfolio, ranked #435.

Atwood & Palmer first reported a position in XLK in Q2 2013 and has held it in 11 quarters since. The position peaked at $351K in Q4 2013. 151 funds tracked by Wall St. Rank hold XLK as of Q3 2026.

Atwood & Palmer held 16 shares of State Street Technology Select Sector SPDR ETF worth $3.13K as of Q3 2026.
Atwood & Palmer left its State Street Technology Select Sector SPDR ETF share count unchanged in Q3 2026.
State Street Technology Select Sector SPDR ETF made up ﹤0.01% of Atwood & Palmer's portfolio in Q3 2026, its #435 holding.
Atwood & Palmer first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2013 and has held it in 11 quarters since.
Atwood & Palmer's State Street Technology Select Sector SPDR ETF position peaked at $351K in Q4 2013.
151 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.