Optivise Advisory Services’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History
Bought
Maintained
Sold
Other funds holding XLK
Optivise Advisory Services's XLK Position: Q3 2026 in Review
Optivise Advisory Services reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 1.8% in Q3 2026, selling an estimated $9.23K and leaving 2,723 shares worth $533K. The position accounts for 0.26% of the portfolio, ranked #103.
Optivise Advisory Services first reported a position in XLK in Q2 2024 and has held it in 10 quarters since. 1,838 funds tracked by Wall St. Rank hold XLK as of Q3 2026.
- Optivise Advisory Services held 2,723 shares of State Street Technology Select Sector SPDR ETF worth $533K as of Q3 2026.
- Optivise Advisory Services sold 50 State Street Technology Select Sector SPDR ETF shares in Q3 2026, an estimated $9.23K.
- State Street Technology Select Sector SPDR ETF made up 0.26% of Optivise Advisory Services's portfolio in Q3 2026, its #103 holding.
- Optivise Advisory Services first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2024 and has held it in 10 quarters since.
- 1,838 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.
Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.