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GER Loftin Wealth Advisors LLC’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

GER Loftin Wealth Advisors LLC’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 		$1.83M Buy
+9,329
New +$1.72M 0.58% 34

Other funds holding XLK

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

GER Loftin Wealth Advisors LLC's XLK Position: Q3 2026 in Review

GER Loftin Wealth Advisors LLC opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q3 2026: 9,329 shares worth $1.83M. The stake represents 0.58% of the portfolio and ranks #34 among its holdings.

2,145 funds tracked by Wall St. Rank hold XLK as of Q3 2026.

  • GER Loftin Wealth Advisors LLC held 9,329 shares of State Street Technology Select Sector SPDR ETF worth $1.83M as of Q3 2026.
  • State Street Technology Select Sector SPDR ETF was a new GER Loftin Wealth Advisors LLC position in Q3 2026.
  • State Street Technology Select Sector SPDR ETF made up 0.58% of GER Loftin Wealth Advisors LLC's portfolio in Q3 2026, its #34 holding.
  • 2,145 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.

Based on GER Loftin Wealth Advisors LLC's 13F filing for Q3 2026, filed 12 Nov 2026.