Sweeney & Michel’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Sweeney & Michel’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	$1.13M	Sell	5,765 -246	-4%	-$45.4K	0.3%	53
2026 Q2	$1.13M	Sell	6,011 -3,837	-39%	-$656K	0.3%	54
2026 Q1	$1.43M	Buy	9,848 +12	+0.1%	+$1.69K	0.42%	44
2025 Q4	$1.41M	Sell	9,836 -36	-0.4%	-$5.2K	0.42%	45
2025 Q3	$1.37M	Buy	9,872 +48	+0.5%	+$6.36K	0.46%	40
2025 Q2	$1.26M	Buy	9,824 +16	+0.2%	+$1.78K	0.45%	41
2025 Q1	$881K	Buy	+9,808	New	+$1.11M	0.39%	46
2024 Q3	$1.1M	Buy	9,548 +6	+0.1%	+$659	0.43%	44
2024 Q2	$1.12M	Sell	9,542 -626	-6%	-$65.9K	0.48%	38
2024 Q1	$1.06M	Buy	+10,168	New	+$1.03M	0.47%	37
2023 Q3	$901K	Buy	10,246 +20	+0.2%	+$1.72K	0.47%	39
2023 Q2	$871K	Buy	10,226 +20	+0.2%	+$1.58K	0.45%	40
2023 Q1	$847K	Buy	+10,206	New	+$702K	0.45%	39

Other funds holding XLK

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Sweeney & Michel's XLK Position: Q3 2026 in Review

Sweeney & Michel reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 4.1% in Q3 2026, selling an estimated $45.4K and leaving 5,765 shares worth $1.13M. The position accounts for 0.3% of the portfolio, ranked #53.

Sweeney & Michel first reported a position in XLK in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.43M in Q1 2026. 1,958 funds tracked by Wall St. Rank hold XLK as of Q3 2026.

Sweeney & Michel held 5,765 shares of State Street Technology Select Sector SPDR ETF worth $1.13M as of Q3 2026.
Sweeney & Michel sold 246 State Street Technology Select Sector SPDR ETF shares in Q3 2026, an estimated $45.4K.
State Street Technology Select Sector SPDR ETF made up 0.3% of Sweeney & Michel's portfolio in Q3 2026, its #53 holding.
Sweeney & Michel first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2023 and has held it in 13 quarters since.
Sweeney & Michel's State Street Technology Select Sector SPDR ETF position peaked at $1.43M in Q1 2026.
1,958 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.

Based on Sweeney & Michel's 13F filing for Q3 2026, filed 16 Oct 2026.