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

PUREfi Wealth’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	$1.32M	Hold	6,720	–	–	0.61%	44
2026 Q2	$1.28M	Hold	6,720	–	–	0.7%	35
2026 Q1	$893K	Hold	6,720	–	–	0.59%	39
2025 Q4	$967K	Hold	6,720	–	–	0.74%	32
2025 Q3	$947K	Hold	6,720	–	–	0.73%	38
2025 Q2	$851K	Sell	6,720 -80	-1%	-$8.88K	0.68%	40
2025 Q1	$702K	Sell	6,800 -2,932	-30%	-$332K	0.7%	35
2024 Q4	$1.13M	Buy	+9,732	New	+$1.13M	1.11%	12

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

PUREfi Wealth's XLK Position: Q3 2026 in Review

PUREfi Wealth held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q3 2026 at 6,720 shares worth $1.32M. The position accounts for 0.61% of the portfolio, ranked #44.

PUREfi Wealth first reported a position in XLK in Q4 2024 and has held it in 8 quarters since. 938 funds tracked by Wall St. Rank hold XLK as of Q3 2026.

PUREfi Wealth held 6,720 shares of State Street Technology Select Sector SPDR ETF worth $1.32M as of Q3 2026.
PUREfi Wealth left its State Street Technology Select Sector SPDR ETF share count unchanged in Q3 2026.
State Street Technology Select Sector SPDR ETF made up 0.61% of PUREfi Wealth's portfolio in Q3 2026, its #44 holding.
PUREfi Wealth first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2024 and has held it in 8 quarters since.
938 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.

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