Private Wealth Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Private Wealth Group’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	$363K	Buy	1,856 +125	+7%	+$23.1K	0.14%	47
2026 Q2	$330K	Hold	1,731	–	–	0.13%	59
2026 Q1	$230K	Sell	1,731 -159	-8%	-$22.4K	0.11%	65
2025 Q4	$272K	Hold	1,890	–	–	0.13%	58
2025 Q3	$266K	Hold	1,890	–	–	0.13%	57
2025 Q2	$239K	Buy	+1,890	New	+$210K	0.13%	59
2025 Q1	–	Sell	-4,372	Closed	-$508K	–	68
2024 Q4	$508K	Hold	4,372	–	–	0.25%	44
2024 Q3	$494K	Hold	4,372	–	–	0.25%	45
2024 Q2	$495K	Hold	4,372	–	–	0.26%	44
2024 Q1	$455K	Hold	4,372	–	–	0.24%	45
2023 Q4	$421K	Hold	4,372	–	–	0.24%	45
2023 Q3	$358K	Sell	4,372 -146	-3%	-$12.5K	0.23%	42
2023 Q2	$393K	Buy	4,518 +1,160	+35%	+$91.4K	0.4%	40
2023 Q1	$254K	Hold	3,358	–	–	0.35%	45
2022 Q4	$209K	Buy	+3,358	New	+$213K	0.3%	50

Other funds holding XLK

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

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

Trek Financial Scottsdale, Arizona $2.16B AUM 42.56% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

Private Wealth Group's XLK Position: Q3 2026 in Review

Private Wealth Group increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 7.2% in Q3 2026, buying an estimated $23.1K and bringing the position to 1,856 shares worth $363K. The position accounts for 0.14% of the portfolio, ranked #47.

Private Wealth Group first reported a position in XLK in Q4 2022 and has held it in 15 quarters since. The position peaked at $508K in Q4 2024. 1,282 funds tracked by Wall St. Rank hold XLK as of Q3 2026.

Private Wealth Group held 1,856 shares of State Street Technology Select Sector SPDR ETF worth $363K as of Q3 2026.
Private Wealth Group bought 125 State Street Technology Select Sector SPDR ETF shares in Q3 2026, an estimated $23.1K.
State Street Technology Select Sector SPDR ETF made up 0.14% of Private Wealth Group's portfolio in Q3 2026, its #47 holding.
Private Wealth Group first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
Private Wealth Group's State Street Technology Select Sector SPDR ETF position peaked at $508K in Q4 2024.
1,282 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.

Based on Private Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.