MBA Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

MBA Advisors’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	$218K	Sell	1,112 -90	-7%	-$16.6K	0.07%	159
2026 Q2	$229K	Sell	1,202 -892	-43%	-$152K	0.08%	149
2026 Q1	$278K	Buy	+2,094	New	+$295K	0.11%	120
2023 Q3	–	Sell	-2,860	Closed	-$249K	–	125
2023 Q2	$249K	Hold	2,860	–	–	0.15%	105
2023 Q1	$216K	Buy	+2,860	New	+$197K	0.13%	117
2022 Q4	–	Sell	-4,542	Closed	-$270K	–	128
2022 Q3	$270K	Sell	4,542 -1,024	-18%	-$69.9K	0.2%	97
2022 Q2	$354K	Sell	5,566 -3,916	-41%	-$273K	0.24%	83
2022 Q1	$753K	Sell	9,482 -1,098	-10%	-$86.2K	0.47%	59
2021 Q4	$920K	Sell	10,580 -8,382	-44%	-$690K	0.57%	49
2021 Q3	$1.42M	Buy	18,962 +1,532	+9%	+$118K	1.05%	29
2021 Q2	$1.29M	Sell	17,430 -2,180	-11%	-$153K	0.6%	32
2021 Q1	$1.3M	Buy	+19,610	New	+$1.29M	0.72%	28

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

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 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

MBA Advisors's XLK Position: Q3 2026 in Review

MBA Advisors reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 7.5% in Q3 2026, selling an estimated $16.6K and leaving 1,112 shares worth $218K. The position accounts for 0.07% of the portfolio, ranked #159.

MBA Advisors first reported a position in XLK in Q1 2021 and has held it in 12 quarters since. The position peaked at $1.42M in Q3 2021. 1,838 funds tracked by Wall St. Rank hold XLK as of Q3 2026.

MBA Advisors held 1,112 shares of State Street Technology Select Sector SPDR ETF worth $218K as of Q3 2026.
MBA Advisors sold 90 State Street Technology Select Sector SPDR ETF shares in Q3 2026, an estimated $16.6K.
State Street Technology Select Sector SPDR ETF made up 0.07% of MBA Advisors's portfolio in Q3 2026, its #159 holding.
MBA Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2021 and has held it in 12 quarters since.
MBA Advisors's State Street Technology Select Sector SPDR ETF position peaked at $1.42M in Q3 2021.
1,838 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.

Based on MBA Advisors's 13F filing for Q3 2026, filed 29 Oct 2026.