Legacy Advisory Services’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Legacy Advisory Services’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	$294K	Hold	1,502	–	–	0.21%	68
2026 Q2	$286K	Buy	+1,502	New	+$257K	0.2%	45
2026 Q1	–	Sell	-1,502	Closed	-$216K	–	64
2025 Q4	$216K	Hold	1,502	–	–	0.16%	49
2025 Q3	$212K	Buy	+1,502	New	+$199K	0.16%	47

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

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

Legacy Advisory Services's XLK Position: Q3 2026 in Review

Legacy Advisory Services held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q3 2026 at 1,502 shares worth $294K. The position accounts for 0.21% of the portfolio, ranked #68.

Legacy Advisory Services first reported a position in XLK in Q3 2025 and has held it in 4 quarters since. 1,112 funds tracked by Wall St. Rank hold XLK as of Q3 2026.

Legacy Advisory Services held 1,502 shares of State Street Technology Select Sector SPDR ETF worth $294K as of Q3 2026.
Legacy Advisory Services left its State Street Technology Select Sector SPDR ETF share count unchanged in Q3 2026.
State Street Technology Select Sector SPDR ETF made up 0.21% of Legacy Advisory Services's portfolio in Q3 2026, its #68 holding.
Legacy Advisory Services first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2025 and has held it in 4 quarters since.
1,112 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.

Based on Legacy Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.