Diversified Enterprises’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Diversified Enterprises’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	$1.6M	Buy	8,165 +291	+4%	+$53.7K	0.07%	119
2026 Q2	$1.5M	Buy	7,874 +183	+2%	+$31.3K	0.07%	119
2026 Q1	$1.02M	Sell	7,691 -10	-0.1%	-$1.41K	0.06%	154
2025 Q4	$1.11M	Sell	7,701 -97	-1%	-$14K	0.07%	124
2025 Q3	$1.1M	Buy	7,798 +202	+3%	+$26.8K	0.07%	93
2025 Q2	$962K	Buy	7,596 +1,508	+25%	+$167K	0.07%	101
2025 Q1	$629K	Buy	6,088 +100	+2%	+$11.3K	0.05%	136
2024 Q4	$696K	Buy	5,988 +374	+7%	+$43.5K	0.07%	103
2024 Q3	$634K	Buy	+5,614	New	+$616K	0.07%	106

Other funds holding XLK

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Bar Harbor Wealth Management Concord, New Hampshire $1.82B AUM 24.36% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Trek Financial Scottsdale, Arizona $2.16B AUM 42.56% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

Diversified Enterprises's XLK Position: Q3 2026 in Review

Diversified Enterprises increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 3.7% in Q3 2026, buying an estimated $53.7K and bringing the position to 8,165 shares worth $1.6M. The position accounts for 0.07% of the portfolio, ranked #119.

Diversified Enterprises first reported a position in XLK in Q3 2024 and has held it in 9 quarters since. 1,282 funds tracked by Wall St. Rank hold XLK as of Q3 2026.

Diversified Enterprises held 8,165 shares of State Street Technology Select Sector SPDR ETF worth $1.6M as of Q3 2026.
Diversified Enterprises bought 291 State Street Technology Select Sector SPDR ETF shares in Q3 2026, an estimated $53.7K.
State Street Technology Select Sector SPDR ETF made up 0.07% of Diversified Enterprises's portfolio in Q3 2026, its #119 holding.
Diversified Enterprises first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2024 and has held it in 9 quarters since.
1,282 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.

Based on Diversified Enterprises's 13F filing for Q3 2026, filed 19 Oct 2026.