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

Lauer 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	$639K	Buy	+3,232	New	+$597K	0.4%	37
2026 Q2	–	Sell	-2,677	Closed	-$457K	–	94
2026 Q1	$379K	Sell	2,677 -110	-4%	-$15.5K	0.3%	35
2025 Q4	$402K	Buy	2,787 +417	+18%	+$60.2K	0.3%	37
2025 Q3	$337K	Sell	2,370 -100	-4%	-$13.2K	0.24%	49
2025 Q2	$326K	Buy	+2,470	New	+$274K	0.27%	34

Other funds holding XLK

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

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Lauer Wealth's XLK Position: Q3 2026 in Review

Lauer Wealth opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q3 2026: 3,232 shares worth $639K. The stake represents 0.4% of the portfolio and ranks #37 among its holdings. This is a return to the name: Lauer Wealth previously reported a position in XLK as recently as Q1 2026.

Lauer Wealth first reported a position in XLK in Q2 2025 and has held it in 5 quarters since. 938 funds tracked by Wall St. Rank hold XLK as of Q3 2026.

Lauer Wealth held 3,232 shares of State Street Technology Select Sector SPDR ETF worth $639K as of Q3 2026.
State Street Technology Select Sector SPDR ETF was a new Lauer Wealth position in Q3 2026.
State Street Technology Select Sector SPDR ETF made up 0.4% of Lauer Wealth's portfolio in Q3 2026, its #37 holding.
Lauer Wealth first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2025 and has held it in 5 quarters since.
938 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.

Based on Lauer Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.