Fermata Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$238K Buy
1,216
+1
+0.1% +$185 0.05% 251
2026
Q2
$232K Buy
+1,215
New +$208K 0.05% 234

Other funds holding XLK

Fermata Advisors's XLK Position: Q3 2026 in Review

Fermata Advisors increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.08% in Q3 2026, buying an estimated $185 and bringing the position to 1,216 shares worth $238K. The position accounts for 0.05% of the portfolio, ranked #251.

Fermata Advisors first reported a position in XLK in Q2 2026 and has held it in 2 quarters since. 1,838 funds tracked by Wall St. Rank hold XLK as of Q3 2026.

  • Fermata Advisors held 1,216 shares of State Street Technology Select Sector SPDR ETF worth $238K as of Q3 2026.
  • Fermata Advisors bought 1 State Street Technology Select Sector SPDR ETF share in Q3 2026, an estimated $185.
  • State Street Technology Select Sector SPDR ETF made up 0.05% of Fermata Advisors's portfolio in Q3 2026, its #251 holding.
  • Fermata Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2026 and has held it in 2 quarters since.
  • 1,838 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.

Based on Fermata Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.