SG
XLK icon

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

Sherry 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 		$1.82M Buy
9,277
+105
+1% +$19.4K 1.7% 17
2026
Q2 		$1.7M Sell
9,172
-169
-2% -$28.9K 1.66% 17
2026
Q1 		$1.24M Sell
9,341
-821
-8% -$116K 1.36% 17
2025
Q4 		$1.48M Buy
+10,162
New +$1.47M 1.55% 17

Other funds holding XLK

CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 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
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Sherry Group's XLK Position: Q3 2026 in Review

Sherry Group increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 1.1% in Q3 2026, buying an estimated $19.4K and bringing the position to 9,277 shares worth $1.82M. The position accounts for 1.7% of the portfolio, ranked #17.

Sherry Group first reported a position in XLK in Q4 2025 and has held it in 4 quarters since. 151 funds tracked by Wall St. Rank hold XLK as of Q3 2026.

  • Sherry Group held 9,277 shares of State Street Technology Select Sector SPDR ETF worth $1.82M as of Q3 2026.
  • Sherry Group bought 105 State Street Technology Select Sector SPDR ETF shares in Q3 2026, an estimated $19.4K.
  • State Street Technology Select Sector SPDR ETF made up 1.7% of Sherry Group's portfolio in Q3 2026, its #17 holding.
  • Sherry Group first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2025 and has held it in 4 quarters since.
  • 151 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.

Based on Sherry Group's 13F filing for Q3 2026, filed 9 Oct 2026.