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

LongView Wealth Management’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	$442K	Sell	2,258 -554	-20%	-$102K	0.11%	138
2026 Q2	$536K	Sell	2,812 -662	-19%	-$113K	0.14%	126
2026 Q1	$514K	Buy	3,474 +1,029	+42%	+$145K	0.13%	136
2025 Q4	$359K	Buy	2,445 +497	+26%	+$71.8K	0.09%	169
2025 Q3	$275K	Buy	1,948 +272	+16%	+$36K	0.07%	191
2025 Q2	$212K	Buy	+1,676	New	+$186K	0.06%	206
2025 Q1	–	Sell	-1,774	Closed	-$206K	–	212
2024 Q4	$206K	Buy	+1,774	New	+$206K	0.06%	199

Other funds holding XLK

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

J. Safra Asset Management New York $2.3B AUM 21.55% 1-Year Est. Return

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

LongView Wealth Management's XLK Position: Q3 2026 in Review

LongView Wealth Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 20% in Q3 2026, selling an estimated $102K and leaving 2,258 shares worth $442K. The position accounts for 0.11% of the portfolio, ranked #138.

LongView Wealth Management first reported a position in XLK in Q4 2024 and has held it in 7 quarters since. The position peaked at $536K in Q2 2026. 1,720 funds tracked by Wall St. Rank hold XLK as of Q3 2026.

LongView Wealth Management held 2,258 shares of State Street Technology Select Sector SPDR ETF worth $442K as of Q3 2026.
LongView Wealth Management sold 554 State Street Technology Select Sector SPDR ETF shares in Q3 2026, an estimated $102K.
State Street Technology Select Sector SPDR ETF made up 0.11% of LongView Wealth Management's portfolio in Q3 2026, its #138 holding.
LongView Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
LongView Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $536K in Q2 2026.
1,720 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.

Based on LongView Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.