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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$570K Buy
2,912
+200
+7% +$36.9K 0.2% 72
2026
Q2
$517K Hold
2,712
– – 0.18% 80
2026
Q1
$360K Buy
2,712
+400
+17% +$56.4K 0.15% 93
2025
Q4
$333K Hold
2,312
– – 0.14% 96
2025
Q3
$326K Hold
2,312
– – 0.14% 90
2025
Q2
$293K Hold
2,312
– – 0.13% 98
2025
Q1
$239K Hold
2,312
– – 0.11% 106
2024
Q4
$269K Hold
2,312
– – 0.15% 74
2024
Q3
$261K Hold
2,312
– – 0.14% 76
2024
Q2
$262K Hold
2,312
– – 0.16% 72
2024
Q1
$241K Hold
2,312
– – 0.15% 75
2023
Q4
$223K Buy
+2,312
New +$206K 0.11% 79
2023
Q3
– Sell
-2,312
Closed -$201K – 92
2023
Q2
$201K Buy
+2,312
New +$182K 0.11% 72
2022
Q1
– Sell
-2,312
Closed -$201K – 74
2021
Q4
$201K Buy
+2,312
New +$190K 0.1% 64
2020
Q2
– Sell
-2,418
Closed -$97K – 541
2020
Q1
$97K Buy
+2,418
New +$110K 0.09% 73

Other funds holding XLK

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

MBE Wealth Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 7.4% in Q3 2026, buying an estimated $36.9K and bringing the position to 2,912 shares worth $570K. The position accounts for 0.2% of the portfolio, ranked #72.

MBE Wealth Management first reported a position in XLK in Q1 2020 and has held it in 15 quarters since. 1,720 funds tracked by Wall St. Rank hold XLK as of Q3 2026.

  • MBE Wealth Management held 2,912 shares of State Street Technology Select Sector SPDR ETF worth $570K as of Q3 2026.
  • MBE Wealth Management bought 200 State Street Technology Select Sector SPDR ETF shares in Q3 2026, an estimated $36.9K.
  • State Street Technology Select Sector SPDR ETF made up 0.2% of MBE Wealth Management's portfolio in Q3 2026, its #72 holding.
  • MBE Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2020 and has held it in 15 quarters since.
  • 1,720 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.

Based on MBE Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.