TradeWell Securities’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

TradeWell Securities’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	$29.3M	Sell	149,449 -5,040	-3%	-$930K	9.89%	3
2026 Q2	$29.4M	Sell	154,489 -4,006	-3%	-$684K	10.51%	3
2026 Q1	$21.1M	Sell	158,495 -1,894	-1%	-$267K	8.89%	3
2025 Q4	$23.1M	Sell	160,389 -7,733	-5%	-$1.12M	8.99%	3
2025 Q3	$23.9M	Sell	168,122 -2,816	-2%	-$373K	10.06%	3
2025 Q2	$21.6M	Sell	170,938 -1,472	-0.9%	-$163K	10.35%	3
2025 Q1	$17.8M	Buy	172,410 +286	+0.2%	+$32.4K	9.81%	3
2024 Q4	$20M	Buy	+172,124	New	+$20M	10.37%	3

Other funds holding XLK

LPL Financial San Diego, California $468B AUM 17.69% 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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

J. Safra Asset Management New York $2.3B AUM 21.55% 1-Year Est. Return

TradeWell Securities's XLK Position: Q3 2026 in Review

TradeWell Securities reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 3.3% in Q3 2026, selling an estimated $930K and leaving 149,449 shares worth $29.3M. The position accounts for 9.89% of the portfolio, ranked #3.

TradeWell Securities first reported a position in XLK in Q4 2024 and has held it in 8 quarters since. The position peaked at $29.4M in Q2 2026. 1,816 funds tracked by Wall St. Rank hold XLK as of Q3 2026.

TradeWell Securities held 149,449 shares of State Street Technology Select Sector SPDR ETF worth $29.3M as of Q3 2026.
TradeWell Securities sold 5,040 State Street Technology Select Sector SPDR ETF shares in Q3 2026, an estimated $930K.
State Street Technology Select Sector SPDR ETF made up 9.89% of TradeWell Securities's portfolio in Q3 2026, its #3 holding.
TradeWell Securities first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2024 and has held it in 8 quarters since.
TradeWell Securities's State Street Technology Select Sector SPDR ETF position peaked at $29.4M in Q2 2026.
1,816 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.

Based on TradeWell Securities's 13F filing for Q3 2026, filed 21 Oct 2026.