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

Olistico 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	$321K	Sell	1,642 -93	-5%	-$17.2K	0.13%	85
2026 Q2	$331K	Buy	1,735 +23	+1%	+$3.93K	0.14%	85
2026 Q1	$228K	Buy	1,712 +8	+0.5%	+$1.13K	0.11%	94
2025 Q4	$245K	Hold	1,704	–	–	0.12%	88
2025 Q3	$240K	Sell	1,704 -180	-10%	-$23.8K	0.13%	89
2025 Q2	$239K	Buy	1,884 +12	+0.6%	+$1.33K	0.13%	82
2025 Q1	$193K	Hold	1,872	–	–	0.12%	101
2024 Q4	$218K	Hold	1,872	–	–	0.13%	95
2024 Q3	$211K	Sell	1,872 -938	-33%	-$103K	0.13%	96
2024 Q2	$318K	Buy	2,810 +2	+0.1%	+$211	0.2%	82
2024 Q1	$292K	Hold	2,808	–	–	0.21%	88
2023 Q4	$270K	Buy	2,808 +2	+0.1%	+$178	0.21%	92
2023 Q3	$230K	Hold	2,806	–	–	0.21%	97
2023 Q2	$244K	Buy	2,806 +2	+0.1%	+$158	0.21%	100
2023 Q1	$212K	Buy	+2,804	New	+$193K	0.2%	97

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

Olistico Wealth's XLK Position: Q3 2026 in Review

Olistico Wealth reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 5.4% in Q3 2026, selling an estimated $17.2K and leaving 1,642 shares worth $321K. The position accounts for 0.13% of the portfolio, ranked #85.

Olistico Wealth first reported a position in XLK in Q1 2023 and has held it in 15 quarters since. The position peaked at $331K in Q2 2026. 938 funds tracked by Wall St. Rank hold XLK as of Q3 2026.

Olistico Wealth held 1,642 shares of State Street Technology Select Sector SPDR ETF worth $321K as of Q3 2026.
Olistico Wealth sold 93 State Street Technology Select Sector SPDR ETF shares in Q3 2026, an estimated $17.2K.
State Street Technology Select Sector SPDR ETF made up 0.13% of Olistico Wealth's portfolio in Q3 2026, its #85 holding.
Olistico Wealth first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2023 and has held it in 15 quarters since.
Olistico Wealth's State Street Technology Select Sector SPDR ETF position peaked at $331K in Q2 2026.
938 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.