Discipline Wealth Solutions’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
$279K Sell
1,426
-67
-4% -$12.4K 0.02% 168
2026
Q2
$284K Buy
+1,493
New +$255K 0.02% 167
2026
Q1
– Sell
-1,493
Closed -$215K – 199
2025
Q4
$215K Buy
+1,493
New +$216K 0.04% 162

Other funds holding XLK

Discipline Wealth Solutions's XLK Position: Q3 2026 in Review

Discipline Wealth Solutions reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 4.5% in Q3 2026, selling an estimated $12.4K and leaving 1,426 shares worth $279K. The position accounts for 0.02% of the portfolio, ranked #168.

Discipline Wealth Solutions first reported a position in XLK in Q4 2025 and has held it in 3 quarters since. The position peaked at $284K in Q2 2026. 1,958 funds tracked by Wall St. Rank hold XLK as of Q3 2026.

  • Discipline Wealth Solutions held 1,426 shares of State Street Technology Select Sector SPDR ETF worth $279K as of Q3 2026.
  • Discipline Wealth Solutions sold 67 State Street Technology Select Sector SPDR ETF shares in Q3 2026, an estimated $12.4K.
  • State Street Technology Select Sector SPDR ETF made up 0.02% of Discipline Wealth Solutions's portfolio in Q3 2026, its #168 holding.
  • Discipline Wealth Solutions first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • Discipline Wealth Solutions's State Street Technology Select Sector SPDR ETF position peaked at $284K in Q2 2026.
  • 1,958 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.

Based on Discipline Wealth Solutions's 13F filing for Q3 2026, filed 14 Oct 2026.