Evermay Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Evermay Wealth Management’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	$81.4K	Hold	416	–	–	0.01%	305
2026 Q2	$79.3K	Sell	416 -38	-8%	-$6.49K	0.01%	298
2026 Q1	$60.3K	Buy	454 +280	+161%	+$39.5K	0.01%	307
2025 Q4	$25.1K	Sell	174 -26	-13%	-$3.76K	﹤0.01%	369
2025 Q3	$28.2K	Hold	200	–	–	﹤0.01%	365
2025 Q2	$25.3K	Buy	+200	New	+$22.2K	﹤0.01%	376

Other funds holding XLK

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Evermay Wealth Management's XLK Position: Q3 2026 in Review

Evermay Wealth Management held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q3 2026 at 416 shares worth $81.4K. The position accounts for 0.01% of the portfolio, ranked #305.

Evermay Wealth Management first reported a position in XLK in Q2 2025 and has held it in 6 quarters since. 2,432 funds tracked by Wall St. Rank hold XLK as of Q3 2026.

Evermay Wealth Management held 416 shares of State Street Technology Select Sector SPDR ETF worth $81.4K as of Q3 2026.
Evermay Wealth Management left its State Street Technology Select Sector SPDR ETF share count unchanged in Q3 2026.
State Street Technology Select Sector SPDR ETF made up 0.01% of Evermay Wealth Management's portfolio in Q3 2026, its #305 holding.
Evermay Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2025 and has held it in 6 quarters since.
2,432 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.

Based on Evermay Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.