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

Heffernan Advisory’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	$254K	Buy	+1,300	New	+$240K	0.17%	45

Other funds holding XLK

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

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

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

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

Heffernan Advisory's XLK Position: Q3 2026 in Review

Heffernan Advisory opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q3 2026: 1,300 shares worth $254K. The stake represents 0.17% of the portfolio and ranks #45 among its holdings.

1,720 funds tracked by Wall St. Rank hold XLK as of Q3 2026.

Heffernan Advisory held 1,300 shares of State Street Technology Select Sector SPDR ETF worth $254K as of Q3 2026.
State Street Technology Select Sector SPDR ETF was a new Heffernan Advisory position in Q3 2026.
State Street Technology Select Sector SPDR ETF made up 0.17% of Heffernan Advisory's portfolio in Q3 2026, its #45 holding.
1,720 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.

Based on Heffernan Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.