Financial Perspectives’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Financial Perspectives’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	$69.3K	Buy	354 +34	+11%	+$6.28K	0.02%	295
2026 Q2	$61K	Hold	320	–	–	0.01%	305
2026 Q1	$42.5K	Hold	320	–	–	0.01%	334
2025 Q4	$46.1K	Hold	320	–	–	0.01%	325
2025 Q3	$45.1K	Hold	320	–	–	0.01%	325
2025 Q2	$40.5K	Hold	320	–	–	0.01%	330
2025 Q1	$33K	Sell	320 -632	-66%	-$71.7K	0.01%	344
2024 Q4	$111K	Buy	952 +2	+0.2%	+$233	0.04%	202
2024 Q3	$107K	Hold	950	–	–	0.04%	204
2024 Q2	$107K	Buy	950 +2	+0.2%	+$211	0.04%	195
2024 Q1	$98.7K	Hold	948	–	–	0.04%	205
2023 Q4	$91.1K	Buy	948 +2	+0.2%	+$178	0.04%	210
2023 Q3	$77.5K	Buy	946 +2	+0.2%	+$172	0.04%	211
2023 Q2	$82.1K	Buy	944 +2	+0.2%	+$158	0.04%	214
2023 Q1	$71.2K	Hold	942	–	–	0.03%	228
2022 Q4	$58.6K	Buy	942 +2	+0.2%	+$127	0.03%	234
2022 Q3	$55.8K	Buy	940 +2	+0.2%	+$136	0.03%	225
2022 Q2	$59.6K	Buy	938 +2	+0.2%	+$139	0.03%	223
2022 Q1	$74.4K	Hold	936	–	–	0.03%	218
2021 Q4	$81.3K	Buy	936 +2	+0.2%	+$165	0.04%	196
2021 Q3	$69.8K	Hold	934	–	–	0.04%	202
2021 Q2	$68.9K	Buy	934 +2	+0.2%	+$140	0.03%	224
2021 Q1	$61.9K	Hold	932	–	–	0.03%	223
2020 Q4	$60.5K	Buy	932 +612	+191%	+$37.3K	0.03%	207
2020 Q3	$18.7K	Hold	320	–	–	0.01%	301
2020 Q2	$16.7K	Hold	320	–	–	0.01%	304
2020 Q1	$12.9K	Hold	320	–	–	0.01%	295
2019 Q4	$14.7K	Buy	+320	New	+$13.7K	0.01%	291

Other funds holding XLK

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

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

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

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

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Financial Perspectives's XLK Position: Q3 2026 in Review

Financial Perspectives increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 11% in Q3 2026, buying an estimated $6.28K and bringing the position to 354 shares worth $69.3K. The position accounts for 0.02% of the portfolio, ranked #295.

Financial Perspectives first reported a position in XLK in Q4 2019 and has held it in 28 quarters since. The position peaked at $111K in Q4 2024. 1,958 funds tracked by Wall St. Rank hold XLK as of Q3 2026.

Financial Perspectives held 354 shares of State Street Technology Select Sector SPDR ETF worth $69.3K as of Q3 2026.
Financial Perspectives bought 34 State Street Technology Select Sector SPDR ETF shares in Q3 2026, an estimated $6.28K.
State Street Technology Select Sector SPDR ETF made up 0.02% of Financial Perspectives's portfolio in Q3 2026, its #295 holding.
Financial Perspectives first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2019 and has held it in 28 quarters since.
Financial Perspectives's State Street Technology Select Sector SPDR ETF position peaked at $111K in Q4 2024.
1,958 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.

Based on Financial Perspectives's 13F filing for Q3 2026, filed 3 Nov 2026.