Premier Path Wealth Partners’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Premier Path Wealth Partners’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	$22.3M	Sell	113,997 -23,356	-17%	-$4.31M	2.61%	5
2026 Q2	$26.2M	Sell	137,353 -43,602	-24%	-$7.45M	3.01%	4
2026 Q1	$24M	Sell	180,955 -23,698	-12%	-$3.34M	3.13%	4
2025 Q4	$29.5M	Sell	204,653 -22,995	-10%	-$3.32M	3.8%	2
2025 Q3	$32.1M	Sell	227,648 -8,070	-3%	-$1.07M	4.13%	2
2025 Q2	$29.8M	Sell	235,718 -6,680	-3%	-$741K	4.15%	1
2025 Q1	$25M	Buy	242,398 +5,652	+2%	+$641K	3.89%	2
2024 Q4	$27.5M	Buy	236,746 +4,192	+2%	+$488K	4.19%	2
2024 Q3	$26.3M	Buy	232,554 +31,558	+16%	+$3.46M	4.14%	2
2024 Q2	$22.7M	Buy	200,996 +4,438	+2%	+$467K	3.87%	3
2024 Q1	$20.5M	Buy	196,558 +33,256	+20%	+$3.36M	3.85%	3
2023 Q4	$16M	Buy	+163,302	New	+$14.5M	3.53%	3

Other funds holding XLK

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Bar Harbor Wealth Management Concord, New Hampshire $1.82B AUM 24.36% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

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

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

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

Premier Path Wealth Partners's XLK Position: Q3 2026 in Review

Premier Path Wealth Partners reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 17% in Q3 2026, selling an estimated $4.31M and leaving 113,997 shares worth $22.3M. The position accounts for 2.61% of the portfolio, ranked #5.

Premier Path Wealth Partners first reported a position in XLK in Q4 2023 and has held it in 12 quarters since. The position peaked at $32.1M in Q3 2025. 879 funds tracked by Wall St. Rank hold XLK as of Q3 2026.

Premier Path Wealth Partners held 113,997 shares of State Street Technology Select Sector SPDR ETF worth $22.3M as of Q3 2026.
Premier Path Wealth Partners sold 23,356 State Street Technology Select Sector SPDR ETF shares in Q3 2026, an estimated $4.31M.
State Street Technology Select Sector SPDR ETF made up 2.61% of Premier Path Wealth Partners's portfolio in Q3 2026, its #5 holding.
Premier Path Wealth Partners first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2023 and has held it in 12 quarters since.
Premier Path Wealth Partners's State Street Technology Select Sector SPDR ETF position peaked at $32.1M in Q3 2025.
879 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.