Straight Path Wealth Management
XLK icon

Straight Path Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Straight Path Wealth Management’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 		$581K Sell
2,967
-4
-0.1% -$738 0.13% 74
2026
Q2 		$566K Buy
2,971
+379
+15% +$64.8K 0.13% 68
2026
Q1 		$345K Buy
2,592
+2
+0.1% +$282 0.09% 85
2025
Q4 		$373K Buy
2,590
+2
+0.1% +$289 0.1% 81
2025
Q3 		$365K Buy
2,588
+2
+0.1% +$265 0.1% 91
2025
Q2 		$328K Buy
2,586
+2
+0.1% +$222 0.11% 83
2025
Q1 		$267K Sell
2,584
-166
-6% -$18.8K 0.11% 80
2024
Q4 		$320K Buy
2,750
+2
+0.1% +$233 0.13% 74
2024
Q3 		$310K Buy
2,748
+954
+53% +$105K 0.13% 71
2024
Q2 		$203K Buy
+1,794
New +$189K 0.1% 89

Other funds holding XLK

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
AGUR Provident & Training Funds Management
AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
J. Safra Asset Management
J. Safra Asset Management New York $2.3B AUM 21.55% 1-Year Est. Return

Straight Path Wealth Management's XLK Position: Q3 2026 in Review

Straight Path Wealth Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.13% in Q3 2026, selling an estimated $738 and leaving 2,967 shares worth $581K. The position accounts for 0.13% of the portfolio, ranked #74.

Straight Path Wealth Management first reported a position in XLK in Q2 2024 and has held it in 10 quarters since. 1,783 funds tracked by Wall St. Rank hold XLK as of Q3 2026.

  • Straight Path Wealth Management held 2,967 shares of State Street Technology Select Sector SPDR ETF worth $581K as of Q3 2026.
  • Straight Path Wealth Management sold 4 State Street Technology Select Sector SPDR ETF shares in Q3 2026, an estimated $738.
  • State Street Technology Select Sector SPDR ETF made up 0.13% of Straight Path Wealth Management's portfolio in Q3 2026, its #74 holding.
  • Straight Path Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2024 and has held it in 10 quarters since.
  • 1,783 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.

Based on Straight Path Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.