Capital Advisors Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Capital Advisors Wealth Management’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	$455K	Buy	2,326 +3	+0.1%	+$554	0.05%	151
2026 Q2	$443K	Sell	2,323 -47	-2%	-$8.03K	0.05%	151
2026 Q1	$315K	Buy	2,370 +29	+1%	+$4.09K	0.04%	165
2025 Q4	$337K	Sell	2,341 -597	-20%	-$86.2K	0.05%	159
2025 Q3	$414K	Buy	2,938 +600	+26%	+$79.5K	0.06%	135
2025 Q2	$296K	Buy	2,338 +68	+3%	+$7.55K	0.05%	154
2025 Q1	$234K	Sell	2,270 -26	-1%	-$2.95K	0.04%	162
2024 Q4	$267K	Buy	2,296 +6	+0.3%	+$698	0.05%	143
2024 Q3	$258K	Sell	2,290 -16	-0.7%	-$1.76K	0.05%	139
2024 Q2	$261K	Buy	2,306 +204	+10%	+$21.5K	0.05%	125
2024 Q1	$219K	Sell	2,102 -58	-3%	-$5.87K	0.05%	141
2023 Q4	$208K	Buy	+2,160	New	+$192K	0.05%	137

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

Capital Advisors Wealth Management's XLK Position: Q3 2026 in Review

Capital Advisors Wealth Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.13% in Q3 2026, buying an estimated $554 and bringing the position to 2,326 shares worth $455K. The position accounts for 0.05% of the portfolio, ranked #151.

Capital Advisors Wealth Management first reported a position in XLK in Q4 2023 and has held it in 12 quarters since. 151 funds tracked by Wall St. Rank hold XLK as of Q3 2026.

Capital Advisors Wealth Management held 2,326 shares of State Street Technology Select Sector SPDR ETF worth $455K as of Q3 2026.
Capital Advisors Wealth Management bought 3 State Street Technology Select Sector SPDR ETF shares in Q3 2026, an estimated $554.
State Street Technology Select Sector SPDR ETF made up 0.05% of Capital Advisors Wealth Management's portfolio in Q3 2026, its #151 holding.
Capital Advisors Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2023 and has held it in 12 quarters since.
151 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.