Goodman Advisory Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Goodman Advisory Group’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	$1.07M	Sell	5,481 -384	-7%	-$70.9K	0.24%	46
2026 Q2	$1.12M	Buy	5,865 +413	+8%	+$70.6K	0.26%	48
2026 Q1	$725K	Buy	5,452 +305	+6%	+$43K	0.19%	57
2025 Q4	$741K	Sell	5,147 -2,623	-34%	-$379K	0.18%	47
2025 Q3	$1.1M	Sell	7,770 -696	-8%	-$92.2K	0.27%	43
2025 Q2	$1.07M	Sell	8,466 -1,424	-14%	-$158K	0.36%	36
2025 Q1	$1.02M	Buy	+9,890	New	+$1.12M	0.31%	54
2024 Q4	–	Sell	-12,624	Closed	-$1.43M	–	193
2024 Q3	$1.43M	Buy	12,624 +344	+3%	+$37.8K	0.41%	49
2024 Q2	$1.39M	Buy	12,280 +512	+4%	+$53.9K	0.41%	47
2024 Q1	$1.23M	Buy	11,768 +2,026	+21%	+$205K	0.39%	50
2023 Q4	$938K	Buy	+9,742	New	+$867K	0.32%	46

Other funds holding XLK

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

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

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

JP Morgan Chase New York $1.84T AUM 33.86% 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

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 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

Goodman Advisory Group's XLK Position: Q3 2026 in Review

Goodman Advisory Group reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 6.5% in Q3 2026, selling an estimated $70.9K and leaving 5,481 shares worth $1.07M. The position accounts for 0.24% of the portfolio, ranked #46.

Goodman Advisory Group first reported a position in XLK in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.43M in Q3 2024. 2,084 funds tracked by Wall St. Rank hold XLK as of Q3 2026.

Goodman Advisory Group held 5,481 shares of State Street Technology Select Sector SPDR ETF worth $1.07M as of Q3 2026.
Goodman Advisory Group sold 384 State Street Technology Select Sector SPDR ETF shares in Q3 2026, an estimated $70.9K.
State Street Technology Select Sector SPDR ETF made up 0.24% of Goodman Advisory Group's portfolio in Q3 2026, its #46 holding.
Goodman Advisory Group first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
Goodman Advisory Group's State Street Technology Select Sector SPDR ETF position peaked at $1.43M in Q3 2024.
2,084 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.

Based on Goodman Advisory Group's 13F filing for Q3 2026, filed 2 Nov 2026.