Brooks Moore & Associates’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Brooks Moore & Associates’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	$1.53M	Buy	+7,815	New	+$1.44M	0.67%	42

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

Brooks Moore & Associates's XLK Position: Q3 2026 in Review

Brooks Moore & Associates opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q3 2026: 7,815 shares worth $1.53M. The stake represents 0.67% of the portfolio and ranks #42 among its holdings.

2,245 funds tracked by Wall St. Rank hold XLK as of Q3 2026.

Brooks Moore & Associates held 7,815 shares of State Street Technology Select Sector SPDR ETF worth $1.53M as of Q3 2026.
State Street Technology Select Sector SPDR ETF was a new Brooks Moore & Associates position in Q3 2026.
State Street Technology Select Sector SPDR ETF made up 0.67% of Brooks Moore & Associates's portfolio in Q3 2026, its #42 holding.
2,245 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.

Based on Brooks Moore & Associates's 13F filing for Q3 2026, filed 12 Nov 2026.