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

Summit Financial Strategies’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	$310K	Buy	1,584 +354	+29%	+$65.3K	0.02%	128
2026 Q2	$234K	Buy	+1,230	New	+$210K	0.02%	145
2026 Q1	–	Sell	-1,428	Closed	-$206K	–	179
2025 Q4	$206K	Buy	+1,428	New	+$206K	0.02%	156
2022 Q1	–	Sell	-2,404	Closed	-$209K	–	132
2021 Q4	$209K	Buy	+2,404	New	+$198K	0.04%	120

Other funds holding XLK

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

GGS

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

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

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Essex LLC Deer Park, Illinois $660M AUM 26.07% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

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

Summit Financial Strategies increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 29% in Q3 2026, buying an estimated $65.3K and bringing the position to 1,584 shares worth $310K. The position accounts for 0.02% of the portfolio, ranked #128.

Summit Financial Strategies first reported a position in XLK in Q4 2021 and has held it in 4 quarters since. 429 funds tracked by Wall St. Rank hold XLK as of Q3 2026.

Summit Financial Strategies held 1,584 shares of State Street Technology Select Sector SPDR ETF worth $310K as of Q3 2026.
Summit Financial Strategies bought 354 State Street Technology Select Sector SPDR ETF shares in Q3 2026, an estimated $65.3K.
State Street Technology Select Sector SPDR ETF made up 0.02% of Summit Financial Strategies's portfolio in Q3 2026, its #128 holding.
Summit Financial Strategies first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and has held it in 4 quarters since.
429 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.

Based on Summit Financial Strategies's 13F filing for Q3 2026, filed 14 Oct 2026.