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

Mindset 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	$1.03M	Hold	5,256	–	–	0.18%	57
2026 Q2	$1M	Hold	5,256	–	–	0.19%	60
2026 Q1	$698K	Sell	5,256 -15	-0.3%	-$2.11K	0.19%	67
2025 Q4	$759K	Buy	5,271 +13	+0.2%	+$1.88K	0.2%	55
2025 Q3	$741K	Hold	5,258	–	–	0.2%	55
2025 Q2	$666K	Buy	5,258 +2,338	+80%	+$259K	0.22%	54
2025 Q1	$301K	Buy	2,920 +2	+0.1%	+$227	0.12%	95
2024 Q4	$339K	Hold	2,918	–	–	0.12%	91
2024 Q3	$329K	Buy	+2,918	New	+$320K	0.14%	87

Other funds holding XLK

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

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

Mindset Wealth Management held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q3 2026 at 5,256 shares worth $1.03M. The position accounts for 0.18% of the portfolio, ranked #57.

Mindset Wealth Management first reported a position in XLK in Q3 2024 and has held it in 9 quarters since. 865 funds tracked by Wall St. Rank hold XLK as of Q3 2026.

Mindset Wealth Management held 5,256 shares of State Street Technology Select Sector SPDR ETF worth $1.03M as of Q3 2026.
Mindset Wealth Management left its State Street Technology Select Sector SPDR ETF share count unchanged in Q3 2026.
State Street Technology Select Sector SPDR ETF made up 0.18% of Mindset Wealth Management's portfolio in Q3 2026, its #57 holding.
Mindset Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2024 and has held it in 9 quarters since.
865 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.

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