Facet Wealth Inc
XLK icon

Facet Wealth Inc’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Facet Wealth Inc’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 		$1.67M Buy
8,521
+1,543
+22% +$285K 0.02% 108
2026
Q2 		$1.33M Buy
6,978
+389
+6% +$66.5K 0.02% 106
2026
Q1 		$876K Buy
6,589
+457
+7% +$64.4K 0.02% 112
2025
Q4 		$915K Buy
6,132
+752
+14% +$109K 0.02% 106
2025
Q3 		$758K Buy
5,380
+3,142
+140% +$416K 0.02% 96
2025
Q2 		$294K Buy
2,238
+158
+8% +$17.5K 0.01% 133
2025
Q1 		$224K Sell
2,080
-1,602
-44% -$182K 0.01% 129
2024
Q4 		$429K Buy
3,682
+84
+2% +$9.8K 0.01% 93
2024
Q3 		$403K Buy
+3,598
New +$395K 0.01% 100
2024
Q2 		– Sell
-2,024
Closed -$207K – 147
2024
Q1 		$207K Buy
+2,024
New +$205K 0.01% 117

Other funds holding XLK

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 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
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
AGUR Provident & Training Funds Management
AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
J. Safra Asset Management
J. Safra Asset Management New York $2.3B AUM 21.55% 1-Year Est. Return
KCM Investment Advisors
KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Facet Wealth Inc's XLK Position: Q3 2026 in Review

Facet Wealth Inc increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 22% in Q3 2026, buying an estimated $285K and bringing the position to 8,521 shares worth $1.67M. The position accounts for 0.02% of the portfolio, ranked #108.

Facet Wealth Inc first reported a position in XLK in Q1 2024 and has held it in 10 quarters since. 1,636 funds tracked by Wall St. Rank hold XLK as of Q3 2026.

  • Facet Wealth Inc held 8,521 shares of State Street Technology Select Sector SPDR ETF worth $1.67M as of Q3 2026.
  • Facet Wealth Inc bought 1,543 State Street Technology Select Sector SPDR ETF shares in Q3 2026, an estimated $285K.
  • State Street Technology Select Sector SPDR ETF made up 0.02% of Facet Wealth Inc's portfolio in Q3 2026, its #108 holding.
  • Facet Wealth Inc first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,636 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.

Based on Facet Wealth Inc's 13F filing for Q3 2026, filed 4 Nov 2026.