Holos Integrated Wealth
XLK icon

Holos Integrated Wealth’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Holos Integrated Wealth’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 		$252K Hold
1,353
– – 0.11% 71
2026
Q2 		$242K Sell
1,353
-100
-7% -$17.1K 0.11% 73
2026
Q1 		$200K Buy
+1,453
New +$205K 0.1% 83

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Bar Harbor Wealth Management
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AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Galvin Gaustad & Stein
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Holos Integrated Wealth's XLK Position: Q3 2026 in Review

Holos Integrated Wealth held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q3 2026 at 1,353 shares worth $252K. The position accounts for 0.11% of the portfolio, ranked #71.

Holos Integrated Wealth first reported a position in XLK in Q1 2026 and has held it in 3 quarters since. 938 funds tracked by Wall St. Rank hold XLK as of Q3 2026.

  • Holos Integrated Wealth held 1,353 shares of State Street Technology Select Sector SPDR ETF worth $252K as of Q3 2026.
  • Holos Integrated Wealth left its State Street Technology Select Sector SPDR ETF share count unchanged in Q3 2026.
  • State Street Technology Select Sector SPDR ETF made up 0.11% of Holos Integrated Wealth's portfolio in Q3 2026, its #71 holding.
  • Holos Integrated Wealth first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2026 and has held it in 3 quarters since.
  • 938 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.