Summit Financial Consulting’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Summit Financial Consulting’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	$1.58M	Buy	8,076 +155	+2%	+$28.6K	1.16%	14
2026 Q2	$1.51M	Sell	7,921 -2,156	-21%	-$368K	1.02%	16
2026 Q1	$1.34M	Buy	10,077 +1,001	+11%	+$141K	0.96%	14
2025 Q4	$1.31M	Buy	9,076 +1,340	+17%	+$194K	0.95%	14
2025 Q3	$1.09M	Buy	7,736 +1,280	+20%	+$170K	0.87%	17
2025 Q2	$817K	Sell	6,456 -2,052	-24%	-$228K	0.73%	17
2025 Q1	$878K	Buy	+8,508	New	+$965K	0.82%	17

Other funds holding XLK

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

Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

Summit Financial Consulting's XLK Position: Q3 2026 in Review

Summit Financial Consulting increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 2% in Q3 2026, buying an estimated $28.6K and bringing the position to 8,076 shares worth $1.58M. The position accounts for 1.16% of the portfolio, ranked #14.

Summit Financial Consulting first reported a position in XLK in Q1 2025 and has held it in 7 quarters since. 620 funds tracked by Wall St. Rank hold XLK as of Q3 2026.

Summit Financial Consulting held 8,076 shares of State Street Technology Select Sector SPDR ETF worth $1.58M as of Q3 2026.
Summit Financial Consulting bought 155 State Street Technology Select Sector SPDR ETF shares in Q3 2026, an estimated $28.6K.
State Street Technology Select Sector SPDR ETF made up 1.16% of Summit Financial Consulting's portfolio in Q3 2026, its #14 holding.
Summit Financial Consulting first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2025 and has held it in 7 quarters since.
620 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.

Based on Summit Financial Consulting's 13F filing for Q3 2026, filed 15 Oct 2026.