GWN Securities’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

GWN Securities’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	$2.42M	Sell	12,346 -1,241	-9%	-$229K	0.38%	68
2026 Q2	$2.59M	Sell	13,587 -1,791	-12%	-$306K	0.43%	58
2026 Q1	$2.04M	Buy	15,378 +516	+3%	+$72.7K	0.39%	70
2025 Q4	$2.14M	Buy	14,862 +4,688	+46%	+$677K	0.43%	61
2025 Q3	$1.44M	Sell	10,174 -12,146	-54%	-$1.61M	0.33%	77
2025 Q2	$2.83M	Sell	22,320 -42,230	-65%	-$4.69M	0.52%	50
2025 Q1	$7.42M	Buy	64,550 +55,808	+638%	+$6.33M	0.42%	49
2024 Q4	$1.05M	Buy	+8,742	New	+$1.02M	0.28%	82

Other funds holding XLK

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 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

GWN Securities's XLK Position: Q3 2026 in Review

GWN Securities reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 9.1% in Q3 2026, selling an estimated $229K and leaving 12,346 shares worth $2.42M. The position accounts for 0.38% of the portfolio, ranked #68.

GWN Securities first reported a position in XLK in Q4 2024 and has held it in 8 quarters since. The position peaked at $7.42M in Q1 2025. 2,432 funds tracked by Wall St. Rank hold XLK as of Q3 2026.

GWN Securities held 12,346 shares of State Street Technology Select Sector SPDR ETF worth $2.42M as of Q3 2026.
GWN Securities sold 1,241 State Street Technology Select Sector SPDR ETF shares in Q3 2026, an estimated $229K.
State Street Technology Select Sector SPDR ETF made up 0.38% of GWN Securities's portfolio in Q3 2026, its #68 holding.
GWN Securities first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2024 and has held it in 8 quarters since.
GWN Securities's State Street Technology Select Sector SPDR ETF position peaked at $7.42M in Q1 2025.
2,432 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.

Based on GWN Securities's 13F filing for Q3 2026, filed 12 Nov 2026.