North Capital’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

North Capital’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	$1.12M	Hold	5,704	–	–	0.8%	20
2026 Q2	$1.09M	Hold	5,704	–	–	0.82%	22
2026 Q1	$758K	Hold	5,704	–	–	0.64%	23
2025 Q4	$821K	Sell	5,704 -2	-0%	-$289	0.71%	22
2025 Q3	$804K	Hold	5,706	–	–	0.62%	22
2025 Q2	$722K	Sell	5,706 -100	-2%	-$11.1K	0.62%	22
2025 Q1	$599K	Buy	+5,806	New	+$658K	0.57%	24

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

North Capital's XLK Position: Q3 2026 in Review

North Capital held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q3 2026 at 5,704 shares worth $1.12M. The position accounts for 0.8% of the portfolio, ranked #20.

North Capital first reported a position in XLK in Q1 2025 and has held it in 7 quarters since. 1,246 funds tracked by Wall St. Rank hold XLK as of Q3 2026.

North Capital held 5,704 shares of State Street Technology Select Sector SPDR ETF worth $1.12M as of Q3 2026.
North Capital left its State Street Technology Select Sector SPDR ETF share count unchanged in Q3 2026.
State Street Technology Select Sector SPDR ETF made up 0.8% of North Capital's portfolio in Q3 2026, its #20 holding.
North Capital first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2025 and has held it in 7 quarters since.
1,246 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.

Based on North Capital's 13F filing for Q3 2026, filed 16 Oct 2026.