KFA Private Wealth Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

KFA Private Wealth Group’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	$6.77M	Sell	34,582 -674	-2%	-$124K	1.59%	14
2026 Q2	$6.72M	Sell	35,256 -30,286	-46%	-$5.17M	1.62%	13
2026 Q1	$8.71M	Sell	65,542 -108	-0.2%	-$15.2K	2.09%	12
2025 Q4	$9.45M	Sell	65,650 -1,562	-2%	-$226K	2.3%	11
2025 Q3	$9.47M	Buy	67,212 +1,324	+2%	+$175K	2.71%	9
2025 Q2	$8.34M	Buy	65,888 +636	+1%	+$70.6K	2.58%	9
2025 Q1	$6.74M	Buy	65,252 +29,500	+83%	+$3.34M	2.36%	13
2024 Q4	$4.16M	Buy	35,752 +11,432	+47%	+$1.33M	1.74%	14
2024 Q3	$2.75M	Sell	24,320 -598	-2%	-$65.6K	1.31%	19
2024 Q2	$2.82M	Sell	24,918 -1,794	-7%	-$189K	1.46%	16
2024 Q1	$2.78M	Buy	26,712 +7,132	+36%	+$721K	0.86%	22
2023 Q4	$1.88M	Buy	19,580 +1,078	+6%	+$96K	0.68%	24
2023 Q3	$1.52M	Buy	18,502 +1,366	+8%	+$117K	0.63%	25
2023 Q2	$1.49M	Buy	17,136 +1,056	+7%	+$83.2K	0.62%	24
2023 Q1	$1.21M	Buy	16,080 +1,150	+8%	+$79.1K	0.55%	26
2022 Q4	$929K	Sell	14,930 -686	-4%	-$43.6K	0.47%	28
2022 Q3	$927K	Sell	15,616 -416	-3%	-$28.4K	0.49%	27
2022 Q2	$1.02M	Buy	16,032 +356	+2%	+$24.8K	0.56%	28
2022 Q1	$1.25M	Buy	15,676 +120	+0.8%	+$9.42K	0.62%	24
2021 Q4	$1.35M	Sell	15,556 -1,546	-9%	-$127K	0.67%	22
2021 Q3	$1.28M	Buy	17,102 +416	+2%	+$32.1K	0.7%	23
2021 Q2	$1.23M	Sell	16,686 -624	-4%	-$43.7K	0.67%	23
2021 Q1	$1.15M	Buy	17,310 +1,994	+13%	+$132K	0.67%	23
2020 Q4	$996K	Sell	15,316 -1,080	-7%	-$65.8K	0.63%	25
2020 Q3	$957K	Buy	16,396 +7,040	+75%	+$398K	0.72%	22
2020 Q2	$489K	Sell	9,356 -7,334	-44%	-$345K	0.47%	25
2020 Q1	$671K	Buy	16,690 +3,284	+24%	+$150K	0.79%	18
2019 Q4	$614K	Buy	+13,406	New	+$574K	0.56%	22

Other funds holding XLK

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Bar Harbor Wealth Management Concord, New Hampshire $1.82B AUM 24.36% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $659M AUM 50.04% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

KFA Private Wealth Group's XLK Position: Q3 2026 in Review

KFA Private Wealth Group reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 1.9% in Q3 2026, selling an estimated $124K and leaving 34,582 shares worth $6.77M. The position accounts for 1.59% of the portfolio, ranked #14.

KFA Private Wealth Group first reported a position in XLK in Q4 2019 and has held it in 28 quarters since. The position peaked at $9.47M in Q3 2025. 1,183 funds tracked by Wall St. Rank hold XLK as of Q3 2026.

KFA Private Wealth Group held 34,582 shares of State Street Technology Select Sector SPDR ETF worth $6.77M as of Q3 2026.
KFA Private Wealth Group sold 674 State Street Technology Select Sector SPDR ETF shares in Q3 2026, an estimated $124K.
State Street Technology Select Sector SPDR ETF made up 1.59% of KFA Private Wealth Group's portfolio in Q3 2026, its #14 holding.
KFA Private Wealth Group first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2019 and has held it in 28 quarters since.
KFA Private Wealth Group's State Street Technology Select Sector SPDR ETF position peaked at $9.47M in Q3 2025.
1,183 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.

Based on KFA Private Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.