Dynamic Advisor Solutions’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Dynamic Advisor Solutions’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
2022 Q2	–	Sell	-20,000	Closed	-$40K	–	789
2022 Q1	$40K	Buy	+20,000	New	+$1.57M	﹤0.01%	715

Other funds holding XLK

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Dynamic Advisor Solutions's XLK Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 2.7% in Q3 2026, selling an estimated $269K and leaving 53,192 shares worth $10.4M. The position accounts for 0.3% of the portfolio, ranked #76.

Dynamic Advisor Solutions first reported a position in XLK in Q4 2015 and has held it in 43 quarters since. The position peaked at $16.7M in Q3 2025. 718 funds tracked by Wall St. Rank hold XLK as of Q3 2026.

Dynamic Advisor Solutions held 53,192 shares of State Street Technology Select Sector SPDR ETF worth $10.4M as of Q3 2026.
Dynamic Advisor Solutions sold 1,457 State Street Technology Select Sector SPDR ETF shares in Q3 2026, an estimated $269K.
State Street Technology Select Sector SPDR ETF made up 0.3% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #76 holding.
Dynamic Advisor Solutions first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2015 and has held it in 43 quarters since.
Dynamic Advisor Solutions's State Street Technology Select Sector SPDR ETF position peaked at $16.7M in Q3 2025.
718 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.