Carroll Advisory Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Carroll Advisory Group’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	$205K	Buy	+1,047	New	+$193K	0.06%	85

Other funds holding XLK

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

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Carroll Advisory Group's XLK Position: Q3 2026 in Review

Carroll Advisory Group opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q3 2026: 1,047 shares worth $205K. The stake represents 0.06% of the portfolio and ranks #85 among its holdings.

516 funds tracked by Wall St. Rank hold XLK as of Q3 2026.

Carroll Advisory Group held 1,047 shares of State Street Technology Select Sector SPDR ETF worth $205K as of Q3 2026.
State Street Technology Select Sector SPDR ETF was a new Carroll Advisory Group position in Q3 2026.
State Street Technology Select Sector SPDR ETF made up 0.06% of Carroll Advisory Group's portfolio in Q3 2026, its #85 holding.
516 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.

Based on Carroll Advisory Group's 13F filing for Q3 2026, filed 16 Oct 2026.