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Traphagen Investment Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Traphagen Investment Advisors’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 		$283K Buy
+1,443
New +$266K 0.02% 172

Other funds holding XLK

CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
EL
Essex LLC Deer Park, Illinois $660M AUM 26.07% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Traphagen Investment Advisors's XLK Position: Q3 2026 in Review

Traphagen Investment Advisors opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q3 2026: 1,443 shares worth $283K. The stake represents 0.02% of the portfolio and ranks #172 among its holdings.

349 funds tracked by Wall St. Rank hold XLK as of Q3 2026.

  • Traphagen Investment Advisors held 1,443 shares of State Street Technology Select Sector SPDR ETF worth $283K as of Q3 2026.
  • State Street Technology Select Sector SPDR ETF was a new Traphagen Investment Advisors position in Q3 2026.
  • State Street Technology Select Sector SPDR ETF made up 0.02% of Traphagen Investment Advisors's portfolio in Q3 2026, its #172 holding.
  • 349 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.

Based on Traphagen Investment Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.