PTM Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History
Bought
Maintained
Sold
Other funds holding XLK
PTM Wealth Management's XLK Position: Q3 2026 in Review
PTM Wealth Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.26% in Q3 2026, selling an estimated $81.4K and leaving 167,086 shares worth $33.8M. The position accounts for 14.34% of the portfolio, ranked #2.
PTM Wealth Management first reported a position in XLK in Q1 2025 and has held it in 7 quarters since. 1,958 funds tracked by Wall St. Rank hold XLK as of Q3 2026.
- PTM Wealth Management held 167,086 shares of State Street Technology Select Sector SPDR ETF worth $33.8M as of Q3 2026.
- PTM Wealth Management sold 441 State Street Technology Select Sector SPDR ETF shares in Q3 2026, an estimated $81.4K.
- State Street Technology Select Sector SPDR ETF made up 14.34% of PTM Wealth Management's portfolio in Q3 2026, its #2 holding.
- PTM Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2025 and has held it in 7 quarters since.
- 1,958 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.
Based on PTM Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.