Pettinga Financial Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Pettinga Financial Advisors’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	$2.12M	Buy	10,838 +9,720	+869%	+$1.79M	0.35%	51
2026 Q2	$213K	Buy	+1,118	New	+$191K	0.03%	143
2022 Q2	–	Sell	-3,356	Closed	-$267K	–	114
2022 Q1	$267K	Sell	3,356 -22,790	-87%	-$1.79M	0.07%	92
2021 Q4	$2.27M	Buy	+26,146	New	+$2.15M	0.55%	43
2020 Q3	–	Sell	-6,880	Closed	-$359K	–	87
2020 Q2	$359K	Sell	6,880 -8,200	-54%	-$386K	0.17%	55
2020 Q1	$606K	Sell	15,080 -2,870	-16%	-$131K	0.41%	38
2019 Q4	$823K	Sell	17,950 -2,300	-11%	-$98.5K	0.44%	42
2019 Q3	$815K	Sell	20,250 -2,350	-10%	-$94K	0.44%	42
2019 Q2	$882K	Buy	22,600 +370	+2%	+$14.1K	0.46%	38
2019 Q1	$823K	Sell	22,230 -65,820	-75%	-$2.25M	0.44%	38
2018 Q4	$2.73M	Buy	+88,050	New	+$2.98M	1.79%	14

Other funds holding XLK

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

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

GGS

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

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Pettinga Financial Advisors's XLK Position: Q3 2026 in Review

Pettinga Financial Advisors increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 869% in Q3 2026, buying an estimated $1.79M and bringing the position to 10,838 shares worth $2.12M. The position accounts for 0.35% of the portfolio, ranked #51.

Pettinga Financial Advisors first reported a position in XLK in Q4 2018 and has held it in 11 quarters since. The position peaked at $2.73M in Q4 2018. 321 funds tracked by Wall St. Rank hold XLK as of Q3 2026.

Pettinga Financial Advisors held 10,838 shares of State Street Technology Select Sector SPDR ETF worth $2.12M as of Q3 2026.
Pettinga Financial Advisors bought 9,720 State Street Technology Select Sector SPDR ETF shares in Q3 2026, an estimated $1.79M.
State Street Technology Select Sector SPDR ETF made up 0.35% of Pettinga Financial Advisors's portfolio in Q3 2026, its #51 holding.
Pettinga Financial Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2018 and has held it in 11 quarters since.
Pettinga Financial Advisors's State Street Technology Select Sector SPDR ETF position peaked at $2.73M in Q4 2018.
321 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.

Based on Pettinga Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.