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Burkett Financial Services’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Burkett Financial Services’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 		$4.7K Buy
+24
New +$4.43K ﹤0.01% 325
2026
Q2 		– Sell
-30
Closed -$3.99K – 283
2026
Q1 		$3.99K Buy
+30
New +$4.23K ﹤0.01% 195

Other funds holding XLK

CA
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
KL
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
TF
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
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Burkett Financial Services's XLK Position: Q3 2026 in Review

Burkett Financial Services opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q3 2026: 24 shares worth $4.7K. The stake represents ﹤0.01% of the portfolio and ranks #325 among its holdings. This is a return to the name: Burkett Financial Services previously reported a position in XLK as recently as Q1 2026.

Burkett Financial Services first reported a position in XLK in Q1 2026 and has held it in 2 quarters since. 151 funds tracked by Wall St. Rank hold XLK as of Q3 2026.

  • Burkett Financial Services held 24 shares of State Street Technology Select Sector SPDR ETF worth $4.7K as of Q3 2026.
  • State Street Technology Select Sector SPDR ETF was a new Burkett Financial Services position in Q3 2026.
  • State Street Technology Select Sector SPDR ETF made up ﹤0.01% of Burkett Financial Services's portfolio in Q3 2026, its #325 holding.
  • Burkett Financial Services first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
  • 151 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.