Clark Wealth Partners’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Clark Wealth Partners’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	$3.29M	Buy	16,815 +683	+4%	+$126K	1.71%	11
2026 Q2	$3.07M	Buy	16,132 +13,139	+439%	+$2.24M	1.74%	11
2026 Q1	$398K	Buy	2,993 +3	+0.1%	+$423	0.27%	43
2025 Q4	$430K	Hold	2,990	–	–	0.26%	46
2025 Q3	$430K	Buy	2,990 +158	+6%	+$20.9K	0.26%	46
2025 Q2	$359K	Buy	2,832 +164	+6%	+$18.2K	0.24%	40
2025 Q1	$276K	Buy	2,668 +24	+0.9%	+$2.72K	0.2%	41
2024 Q4	$307K	Buy	+2,644	New	+$308K	0.24%	41

Other funds holding XLK

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

Clark Wealth Partners's XLK Position: Q3 2026 in Review

Clark Wealth Partners increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 4.2% in Q3 2026, buying an estimated $126K and bringing the position to 16,815 shares worth $3.29M. The position accounts for 1.71% of the portfolio, ranked #11.

Clark Wealth Partners first reported a position in XLK in Q4 2024 and has held it in 8 quarters since. 2,432 funds tracked by Wall St. Rank hold XLK as of Q3 2026.

Clark Wealth Partners held 16,815 shares of State Street Technology Select Sector SPDR ETF worth $3.29M as of Q3 2026.
Clark Wealth Partners bought 683 State Street Technology Select Sector SPDR ETF shares in Q3 2026, an estimated $126K.
State Street Technology Select Sector SPDR ETF made up 1.71% of Clark Wealth Partners's portfolio in Q3 2026, its #11 holding.
Clark Wealth Partners first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2024 and has held it in 8 quarters since.
2,432 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.

Based on Clark Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.