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

Peterson Wealth Services’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	$203K	Buy	1,037 +1	+0.1%	+$185	0.04%	131
2026 Q2	$197K	Buy	1,036 +1	+0.1%	+$171	0.04%	128
2026 Q1	$138K	Buy	1,035 +2	+0.2%	+$282	0.03%	140
2025 Q4	$149K	Sell	1,033 -561	-35%	-$81K	0.04%	130
2025 Q3	$148K	Buy	1,594 +546	+52%	+$72.3K	0.04%	140
2025 Q2	$133K	Hold	1,048	–	–	0.04%	135
2025 Q1	$108K	Buy	1,048 +188	+22%	+$21.3K	0.03%	141
2024 Q4	$100K	Buy	860 +2	+0.2%	+$233	0.03%	142
2024 Q3	$96.9K	Buy	+858	New	+$94.2K	0.03%	144

Other funds holding XLK

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Peterson Wealth Services's XLK Position: Q3 2026 in Review

Peterson Wealth Services increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.1% in Q3 2026, buying an estimated $185 and bringing the position to 1,037 shares worth $203K. The position accounts for 0.04% of the portfolio, ranked #131.

Peterson Wealth Services first reported a position in XLK in Q3 2024 and has held it in 9 quarters since. 2,191 funds tracked by Wall St. Rank hold XLK as of Q3 2026.

Peterson Wealth Services held 1,037 shares of State Street Technology Select Sector SPDR ETF worth $203K as of Q3 2026.
Peterson Wealth Services bought 1 State Street Technology Select Sector SPDR ETF share in Q3 2026, an estimated $185.
State Street Technology Select Sector SPDR ETF made up 0.04% of Peterson Wealth Services's portfolio in Q3 2026, its #131 holding.
Peterson Wealth Services first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2024 and has held it in 9 quarters since.
2,191 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.