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

Thrive 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	$205K	Buy	+1,046	New	+$193K	0.03%	250
2026 Q1	–	Sell	-1,406	Closed	-$202K	–	260
2025 Q4	$202K	Sell	1,406 -102	-7%	-$14.7K	0.03%	233
2025 Q3	$213K	Buy	+1,508	New	+$200K	0.03%	221
2025 Q2	–	Sell	-3,004	Closed	-$310K	–	237
2025 Q1	$310K	Buy	+3,004	New	+$341K	0.06%	158

Other funds holding XLK

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

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Bar Harbor Wealth Management Concord, New Hampshire $1.82B AUM 24.36% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

Thrive Wealth Management's XLK Position: Q3 2026 in Review

Thrive Wealth Management opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q3 2026: 1,046 shares worth $205K. The stake represents 0.03% of the portfolio and ranks #250 among its holdings. This is a return to the name: Thrive Wealth Management previously reported a position in XLK as recently as Q4 2025.

Thrive Wealth Management first reported a position in XLK in Q1 2025 and has held it in 4 quarters since. The position peaked at $310K in Q1 2025. 1,135 funds tracked by Wall St. Rank hold XLK as of Q3 2026.

Thrive Wealth Management held 1,046 shares of State Street Technology Select Sector SPDR ETF worth $205K as of Q3 2026.
State Street Technology Select Sector SPDR ETF was a new Thrive Wealth Management position in Q3 2026.
State Street Technology Select Sector SPDR ETF made up 0.03% of Thrive Wealth Management's portfolio in Q3 2026, its #250 holding.
Thrive Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2025 and has held it in 4 quarters since.
Thrive Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $310K in Q1 2025.
1,135 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.

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