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

Maridea 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	$5.32M	Buy	27,152 +1,587	+6%	+$293K	0.51%	45
2026 Q2	$4.87M	Buy	25,565 +3,089	+14%	+$528K	0.53%	49
2026 Q1	$2.99M	Sell	22,476 -1,083	-5%	-$153K	0.43%	56
2025 Q4	$3.39M	Buy	23,559 +291	+1%	+$42K	0.51%	51
2025 Q3	$3.35M	Buy	+23,268	New	+$3.08M	0.52%	44
2025 Q1	–	Sell	-2,112	Closed	-$246K	–	282
2024 Q4	$246K	Buy	+2,112	New	+$246K	0.08%	201

Other funds holding XLK

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

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

Maridea Wealth Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 6.2% in Q3 2026, buying an estimated $293K and bringing the position to 27,152 shares worth $5.32M. The position accounts for 0.51% of the portfolio, ranked #45.

Maridea Wealth Management first reported a position in XLK in Q4 2024 and has held it in 6 quarters since. 2,432 funds tracked by Wall St. Rank hold XLK as of Q3 2026.

Maridea Wealth Management held 27,152 shares of State Street Technology Select Sector SPDR ETF worth $5.32M as of Q3 2026.
Maridea Wealth Management bought 1,587 State Street Technology Select Sector SPDR ETF shares in Q3 2026, an estimated $293K.
State Street Technology Select Sector SPDR ETF made up 0.51% of Maridea Wealth Management's portfolio in Q3 2026, its #45 holding.
Maridea Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
2,432 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.

Based on Maridea Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.