Integrated Financial Solutions’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Integrated Financial Solutions’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	$1.12M	Buy	5,722 +3	+0.1%	+$554	0.58%	21
2026 Q2	$1.09M	Buy	5,719 +2	+0%	+$342	0.59%	19
2026 Q1	$760K	Buy	5,717 +628	+12%	+$88.5K	0.53%	21
2025 Q4	$733K	Sell	5,089 -497	-9%	-$71.8K	0.44%	23
2025 Q3	$787K	Sell	5,586 -596	-10%	-$78.9K	0.54%	20
2025 Q2	$783K	Buy	+6,182	New	+$686K	0.67%	19

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

Integrated Financial Solutions's XLK Position: Q3 2026 in Review

Integrated Financial Solutions increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.05% in Q3 2026, buying an estimated $554 and bringing the position to 5,722 shares worth $1.12M. The position accounts for 0.58% of the portfolio, ranked #21.

Integrated Financial Solutions first reported a position in XLK in Q2 2025 and has held it in 6 quarters since. 151 funds tracked by Wall St. Rank hold XLK as of Q3 2026.

Integrated Financial Solutions held 5,722 shares of State Street Technology Select Sector SPDR ETF worth $1.12M as of Q3 2026.
Integrated Financial Solutions bought 3 State Street Technology Select Sector SPDR ETF shares in Q3 2026, an estimated $554.
State Street Technology Select Sector SPDR ETF made up 0.58% of Integrated Financial Solutions's portfolio in Q3 2026, its #21 holding.
Integrated Financial Solutions first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2025 and has held it in 6 quarters since.
151 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.

Based on Integrated Financial Solutions's 13F filing for Q3 2026, filed 9 Oct 2026.