Melone Private Wealth’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Melone Private Wealth’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	$290K	Hold	1,480	–	–	0.11%	51
2026 Q2	$282K	Buy	+1,480	New	+$253K	0.11%	54
2026 Q1	–	Sell	-1,552	Closed	-$223K	–	63
2025 Q4	$223K	Hold	1,552	–	–	0.09%	58
2025 Q3	$219K	Buy	+1,552	New	+$206K	0.1%	55
2025 Q1	–	Sell	-1,936	Closed	-$225K	–	51
2024 Q4	$225K	Buy	1,936 +2	+0.1%	+$233	0.12%	48
2024 Q3	$218K	Buy	+1,934	New	+$212K	0.12%	48

Other funds holding XLK

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

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

Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 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

Trek Financial Scottsdale, Arizona $2.16B AUM 42.56% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

Melone Private Wealth's XLK Position: Q3 2026 in Review

Melone Private Wealth held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q3 2026 at 1,480 shares worth $290K. The position accounts for 0.11% of the portfolio, ranked #51.

Melone Private Wealth first reported a position in XLK in Q3 2024 and has held it in 6 quarters since. 1,282 funds tracked by Wall St. Rank hold XLK as of Q3 2026.

Melone Private Wealth held 1,480 shares of State Street Technology Select Sector SPDR ETF worth $290K as of Q3 2026.
Melone Private Wealth left its State Street Technology Select Sector SPDR ETF share count unchanged in Q3 2026.
State Street Technology Select Sector SPDR ETF made up 0.11% of Melone Private Wealth's portfolio in Q3 2026, its #51 holding.
Melone Private Wealth first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2024 and has held it in 6 quarters since.
1,282 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.

Based on Melone Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.