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

Flagship Wealth Advisors’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	$1.03M	Hold	5,286	–	–	0.22%	64
2026 Q2	$1.01M	Buy	5,286 +3,366	+175%	+$575K	0.23%	65
2026 Q1	$486K	Sell	1,920 -3,366	-64%	-$474K	0.21%	60
2025 Q4	$761K	Hold	5,286	–	–	0.22%	57
2025 Q3	$745K	Sell	5,286 -54	-1%	-$7.15K	0.25%	60
2025 Q2	$676K	Hold	5,340	–	–	0.25%	57
2025 Q1	$551K	Hold	5,340	–	–	0.23%	61
2024 Q4	$621K	Buy	+5,340	New	+$621K	0.36%	40

Other funds holding XLK

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

J. Safra Asset Management New York $2.3B AUM 21.55% 1-Year Est. Return

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Flagship Wealth Advisors's XLK Position: Q3 2026 in Review

Flagship Wealth Advisors held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q3 2026 at 5,286 shares worth $1.03M. The position accounts for 0.22% of the portfolio, ranked #64.

Flagship Wealth Advisors first reported a position in XLK in Q4 2024 and has held it in 8 quarters since. 1,607 funds tracked by Wall St. Rank hold XLK as of Q3 2026.

Flagship Wealth Advisors held 5,286 shares of State Street Technology Select Sector SPDR ETF worth $1.03M as of Q3 2026.
Flagship Wealth Advisors left its State Street Technology Select Sector SPDR ETF share count unchanged in Q3 2026.
State Street Technology Select Sector SPDR ETF made up 0.22% of Flagship Wealth Advisors's portfolio in Q3 2026, its #64 holding.
Flagship Wealth Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2024 and has held it in 8 quarters since.
1,607 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.

Based on Flagship Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.