FORM Wealth 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
$697K Hold
3,560
– – 0.08% 27
2026
Q2
$678K Hold
3,560
– – 0.07% 31
2026
Q1
$473K Hold
3,560
– – 0.06% 37
2025
Q4
$513K Buy
+3,560
New +$514K 0.06% 36
2025
Q2
$451K Hold
3,560
– – 0.05% 37
2025
Q1
$368K Buy
+3,560
New +$404K 0.05% 39

Other funds holding XLK

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

FORM Wealth Advisors held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q3 2026 at 3,560 shares worth $697K. The position accounts for 0.08% of the portfolio, ranked #27.

FORM Wealth Advisors first reported a position in XLK in Q1 2025 and has held it in 6 quarters since. 1,720 funds tracked by Wall St. Rank hold XLK as of Q3 2026.

  • FORM Wealth Advisors held 3,560 shares of State Street Technology Select Sector SPDR ETF worth $697K as of Q3 2026.
  • FORM 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 0.08% of FORM Wealth Advisors's portfolio in Q3 2026, its #27 holding.
  • FORM Wealth Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,720 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.

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