Tower View Wealth Management
XLK icon

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

Tower View 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 		$40.9K Hold
209
– – 0.02% 107
2026
Q2 		$39.8K Buy
209
+1
+0.5% +$171 0.02% 110
2026
Q1 		$27.7K Sell
208
-3
-1% -$423 0.01% 113
2025
Q4 		$30.4K Sell
211
-31
-13% -$4.48K 0.02% 96
2025
Q3 		$34.1K Sell
242
-40
-14% -$5.3K 0.02% 93
2025
Q2 		$35.6K Buy
282
+2
+0.7% +$222 0.02% 104
2025
Q1 		$29K Sell
280
-44
-14% -$4.99K 0.02% 93
2024
Q4 		$37.7K Buy
324
+44
+16% +$5.12K 0.02% 88
2024
Q3 		$31.6K Hold
280
– – 0.02% 94
2024
Q2 		$31.7K Hold
280
– – 0.02% 91
2024
Q1 		$29.2K Buy
280
+112
+67% +$11.3K 0.02% 96
2023
Q4 		$16K Sell
168
-18
-10% -$1.6K 0.01% 116
2023
Q3 		$15K Sell
186
-30
-14% -$2.57K 0.01% 108
2023
Q2 		$19K Buy
+216
New +$17K 0.01% 101

Other funds holding XLK

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
AGUR Provident & Training Funds Management
AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
J. Safra Asset Management
J. Safra Asset Management New York $2.3B AUM 21.55% 1-Year Est. Return
KCM Investment Advisors
KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

Tower View Wealth Management's XLK Position: Q3 2026 in Review

Tower View Wealth Management held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q3 2026 at 209 shares worth $40.9K. The position accounts for 0.02% of the portfolio, ranked #107.

Tower View Wealth Management first reported a position in XLK in Q2 2023 and has held it in 14 quarters since. 1,720 funds tracked by Wall St. Rank hold XLK as of Q3 2026.

  • Tower View Wealth Management held 209 shares of State Street Technology Select Sector SPDR ETF worth $40.9K as of Q3 2026.
  • Tower View Wealth Management left its State Street Technology Select Sector SPDR ETF share count unchanged in Q3 2026.
  • State Street Technology Select Sector SPDR ETF made up 0.02% of Tower View Wealth Management's portfolio in Q3 2026, its #107 holding.
  • Tower View Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2023 and has held it in 14 quarters since.
  • 1,720 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.

Based on Tower View Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.