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 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 $3.39B AUM 31.21% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return