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

Concentrum 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	$380K	Buy	+1,942	New	+$358K	0.08%	87

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

Concentrum Wealth Management's XLK Position: Q3 2026 in Review

Concentrum Wealth Management opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q3 2026: 1,942 shares worth $380K. The stake represents 0.08% of the portfolio and ranks #87 among its holdings.

2,432 funds tracked by Wall St. Rank hold XLK as of Q3 2026.

Concentrum Wealth Management held 1,942 shares of State Street Technology Select Sector SPDR ETF worth $380K as of Q3 2026.
State Street Technology Select Sector SPDR ETF was a new Concentrum Wealth Management position in Q3 2026.
State Street Technology Select Sector SPDR ETF made up 0.08% of Concentrum Wealth Management's portfolio in Q3 2026, its #87 holding.
2,432 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.

Based on Concentrum Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.