PPS&V Asset Management Consultants’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

PPS&V Asset Management Consultants’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	–	Sell	-1,118	Closed	-$213K	–	41
2026 Q2	$213K	Buy	+1,118	New	+$191K	0.12%	38
2025 Q4	–	Sell	-1,602	Closed	-$226K	–	43
2025 Q3	$226K	Hold	1,602	–	–	0.13%	43
2025 Q2	$203K	Buy	+1,602	New	+$178K	0.13%	41
2024 Q4	–	Sell	-2,058	Closed	-$232K	–	41
2024 Q3	$232K	Sell	2,058 -2	-0.1%	-$220	0.16%	37
2024 Q2	$233K	Hold	2,060	–	–	0.17%	36
2024 Q1	$214K	Sell	2,060 -2,000	-49%	-$202K	0.16%	37
2023 Q4	$391K	Buy	4,060 +6	+0.1%	+$534	0.3%	31
2023 Q3	$332K	Buy	4,054 +4	+0.1%	+$343	0.29%	32
2023 Q2	$352K	Buy	4,050 +4	+0.1%	+$315	0.29%	32
2023 Q1	$305K	Buy	4,046 +4	+0.1%	+$275	0.26%	32
2022 Q4	$251K	Buy	+4,042	New	+$257K	0.24%	33

Other funds holding XLK

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

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 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

FFA

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

BWM

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

PPS&V Asset Management Consultants's XLK Position: Q3 2026 in Review

PPS&V Asset Management Consultants sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q3 2026, closing a stake of 1,118 shares — an estimated $213K sold.

PPS&V Asset Management Consultants first reported a position in XLK in Q4 2022 and held it in 11 quarters. The position peaked at $391K in Q4 2023. 151 funds tracked by Wall St. Rank hold XLK as of Q3 2026.

PPS&V Asset Management Consultants reported no remaining State Street Technology Select Sector SPDR ETF position as of Q3 2026 after selling out during the quarter.
PPS&V Asset Management Consultants sold 1,118 State Street Technology Select Sector SPDR ETF shares in Q3 2026, an estimated $213K.
PPS&V Asset Management Consultants first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2022 and held it in 11 quarters.
PPS&V Asset Management Consultants's State Street Technology Select Sector SPDR ETF position peaked at $391K in Q4 2023.
151 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.

Based on PPS&V Asset Management Consultants's 13F filing for Q3 2026, filed 6 Oct 2026.