Private Client Services’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Private Client 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	$1.16M	Buy	5,920 +218	+4%	+$40.2K	0.31%	67
2026 Q2	$1.09M	Sell	5,702 -424	-7%	-$72.4K	0.28%	73
2026 Q1	$814K	Sell	6,126 -288	-4%	-$40.6K	0.24%	74
2025 Q4	$923K	Buy	6,414 +52	+0.8%	+$7.51K	0.29%	67
2025 Q3	$897K	Sell	6,362 -1,358	-18%	-$180K	0.3%	68
2025 Q2	$977K	Buy	7,720 +2,336	+43%	+$259K	0.38%	66
2025 Q1	$556K	Buy	5,384 +6	+0.1%	+$680	0.28%	77
2024 Q4	$625K	Sell	5,378 -1,712	-24%	-$199K	0.34%	72
2024 Q3	$800K	Sell	7,090 -1,864	-21%	-$205K	0.43%	61
2024 Q2	$1.01M	Buy	8,954 +172	+2%	+$18.1K	0.64%	44
2024 Q1	$915K	Sell	8,782 -3,570	-29%	-$361K	0.61%	50
2023 Q4	$1.19M	Buy	+12,352	New	+$1.1M	0.98%	27

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

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

BWM

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

Private Client Services's XLK Position: Q3 2026 in Review

Private Client Services increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 3.8% in Q3 2026, buying an estimated $40.2K and bringing the position to 5,920 shares worth $1.16M. The position accounts for 0.31% of the portfolio, ranked #67.

Private Client Services first reported a position in XLK in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.19M in Q4 2023. 263 funds tracked by Wall St. Rank hold XLK as of Q3 2026.

Private Client Services held 5,920 shares of State Street Technology Select Sector SPDR ETF worth $1.16M as of Q3 2026.
Private Client Services bought 218 State Street Technology Select Sector SPDR ETF shares in Q3 2026, an estimated $40.2K.
State Street Technology Select Sector SPDR ETF made up 0.31% of Private Client Services's portfolio in Q3 2026, its #67 holding.
Private Client Services first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2023 and has held it in 12 quarters since.
Private Client Services's State Street Technology Select Sector SPDR ETF position peaked at $1.19M in Q4 2023.
263 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.