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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$5.73M Buy
29,247
+8,361
+40% +$1.54M 5.5% 7
2026
Q2
$3.98M Buy
+20,886
New +$3.57M 3.5% 8
2026
Q1
– Sell
-47,782
Closed -$6.88M – 52
2025
Q4
$6.88M Buy
+47,782
New +$6.9M 7.39% 5
2024
Q4
– Sell
-111,378
Closed -$12.6M – 38
2024
Q3
$12.6M Buy
+111,378
New +$12.2M 12.85% 1
2024
Q1
– Sell
-125,070
Closed -$12M – 42
2023
Q4
$12M Buy
+125,070
New +$11.1M 12.22% 2

Other funds holding XLK

Surience Private Wealth's XLK Position: Q3 2026 in Review

Surience Private Wealth increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 40% in Q3 2026, buying an estimated $1.54M and bringing the position to 29,247 shares worth $5.73M. The position accounts for 5.5% of the portfolio, ranked #7.

Surience Private Wealth first reported a position in XLK in Q4 2023 and has held it in 5 quarters since. The position peaked at $12.6M in Q3 2024. 1,368 funds tracked by Wall St. Rank hold XLK as of Q3 2026.

  • Surience Private Wealth held 29,247 shares of State Street Technology Select Sector SPDR ETF worth $5.73M as of Q3 2026.
  • Surience Private Wealth bought 8,361 State Street Technology Select Sector SPDR ETF shares in Q3 2026, an estimated $1.54M.
  • State Street Technology Select Sector SPDR ETF made up 5.5% of Surience Private Wealth's portfolio in Q3 2026, its #7 holding.
  • Surience Private Wealth first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2023 and has held it in 5 quarters since.
  • Surience Private Wealth's State Street Technology Select Sector SPDR ETF position peaked at $12.6M in Q3 2024.
  • 1,368 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.

Based on Surience Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.