Insight Wealth Strategies’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Insight Wealth Strategies’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	$13.1M	Sell	66,724 -5,821	-8%	-$1.07M	1.29%	22
2026 Q2	$13.5M	Sell	72,545 -230	-0.3%	-$39.3K	1.31%	24
2026 Q1	$9.67M	Buy	72,775 +12,984	+22%	+$1.83M	1.08%	29
2025 Q4	$8.61M	Buy	59,791 +1,237	+2%	+$179K	0.99%	28
2025 Q3	$8.25M	Buy	58,554 +670	+1%	+$88.7K	0.97%	27
2025 Q2	$7.26M	Buy	+57,884	New	+$6.42M	0.92%	29

Other funds holding XLK

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Insight Wealth Strategies's XLK Position: Q3 2026 in Review

Insight Wealth Strategies reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 8% in Q3 2026, selling an estimated $1.07M and leaving 66,724 shares worth $13.1M. The position accounts for 1.29% of the portfolio, ranked #22.

Insight Wealth Strategies first reported a position in XLK in Q2 2025 and has held it in 6 quarters since. The position peaked at $13.5M in Q2 2026. 151 funds tracked by Wall St. Rank hold XLK as of Q3 2026.

Insight Wealth Strategies held 66,724 shares of State Street Technology Select Sector SPDR ETF worth $13.1M as of Q3 2026.
Insight Wealth Strategies sold 5,821 State Street Technology Select Sector SPDR ETF shares in Q3 2026, an estimated $1.07M.
State Street Technology Select Sector SPDR ETF made up 1.29% of Insight Wealth Strategies's portfolio in Q3 2026, its #22 holding.
Insight Wealth Strategies first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2025 and has held it in 6 quarters since.
Insight Wealth Strategies's State Street Technology Select Sector SPDR ETF position peaked at $13.5M in Q2 2026.
151 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.

Based on Insight Wealth Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.