Crown Wealth Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$845K Buy
4,315
+2,678
+164% +$494K 0.21% 59
2026
Q2
$312K Sell
1,637
-224
-12% -$38.3K 0.08% 108
2026
Q1
$247K Sell
1,861
-5,201
-74% -$733K 0.07% 120
2025
Q4
$1.02M Buy
+7,062
New +$1.02M 0.28% 50

Other funds holding XLK

Crown Wealth Group's XLK Position: Q3 2026 in Review

Crown Wealth Group increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 164% in Q3 2026, buying an estimated $494K and bringing the position to 4,315 shares worth $845K. The position accounts for 0.21% of the portfolio, ranked #59.

Crown Wealth Group first reported a position in XLK in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.02M in Q4 2025. 1,838 funds tracked by Wall St. Rank hold XLK as of Q3 2026.

  • Crown Wealth Group held 4,315 shares of State Street Technology Select Sector SPDR ETF worth $845K as of Q3 2026.
  • Crown Wealth Group bought 2,678 State Street Technology Select Sector SPDR ETF shares in Q3 2026, an estimated $494K.
  • State Street Technology Select Sector SPDR ETF made up 0.21% of Crown Wealth Group's portfolio in Q3 2026, its #59 holding.
  • Crown Wealth Group first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2025 and has held it in 4 quarters since.
  • Crown Wealth Group's State Street Technology Select Sector SPDR ETF position peaked at $1.02M in Q4 2025.
  • 1,838 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.

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