Box Hill Private Wealth’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Box Hill Private Wealth’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	$3.4M	Buy	17,368 +720	+4%	+$133K	2.47%	10
2026 Q2	$3.17M	Buy	16,648 +3,072	+23%	+$525K	2.54%	7
2026 Q1	$1.8M	Buy	13,576 +1,118	+9%	+$158K	1.78%	14
2025 Q4	$1.79M	Buy	+12,458	New	+$1.8M	1.82%	15

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

Box Hill Private Wealth's XLK Position: Q3 2026 in Review

Box Hill Private Wealth increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 4.3% in Q3 2026, buying an estimated $133K and bringing the position to 17,368 shares worth $3.4M. The position accounts for 2.47% of the portfolio, ranked #10.

Box Hill Private Wealth first reported a position in XLK in Q4 2025 and has held it in 4 quarters since. 151 funds tracked by Wall St. Rank hold XLK as of Q3 2026.

Box Hill Private Wealth held 17,368 shares of State Street Technology Select Sector SPDR ETF worth $3.4M as of Q3 2026.
Box Hill Private Wealth bought 720 State Street Technology Select Sector SPDR ETF shares in Q3 2026, an estimated $133K.
State Street Technology Select Sector SPDR ETF made up 2.47% of Box Hill Private Wealth's portfolio in Q3 2026, its #10 holding.
Box Hill Private Wealth first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2025 and has held it in 4 quarters since.
151 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.

Based on Box Hill Private Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.