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XLK icon

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

TrueWealth 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 		$9.6M Buy
48,961
+44,162
+920% +$8.15M 2.15% 13
2026
Q2 		$914K Sell
4,799
-35
-0.7% -$5.98K 0.21% 100
2026
Q1 		$642K Buy
4,834
+188
+4% +$26.5K 0.16% 118
2025
Q4 		$669K Sell
4,646
-84
-2% -$12.1K 0.17% 107
2025
Q3 		$667K Buy
4,730
+28
+0.6% +$3.71K 0.18% 108
2025
Q2 		$595K Sell
4,702
-252
-5% -$28K 0.18% 104
2025
Q1 		$511K Buy
4,954
+118
+2% +$13.4K 0.17% 107
2024
Q4 		$562K Sell
4,836
-184
-4% -$21.4K 0.19% 100
2024
Q3 		$567K Sell
5,020
-58
-1% -$6.37K 0.19% 97
2024
Q2 		$574K Buy
5,078
+380
+8% +$40K 0.21% 86
2024
Q1 		$489K Buy
4,698
+160
+4% +$16.2K 0.19% 95
2023
Q4 		$437K Sell
4,538
-122
-3% -$10.9K 0.17% 98
2023
Q3 		$382K Buy
4,660
+22
+0.5% +$1.89K 0.16% 102
2023
Q2 		$403K Sell
4,638
-532
-10% -$41.9K 0.17% 99
2023
Q1 		$390K Buy
5,170
+22
+0.4% +$1.51K 0.16% 96
2022
Q4 		$320K Buy
5,148
+2
+0% +$127 0.14% 125
2022
Q3 		$306K Buy
5,146
+562
+12% +$38.4K 0.15% 114
2022
Q2 		$291K Sell
4,584
-2,906
-39% -$202K 0.14% 121
2022
Q1 		$651K Hold
7,490
– – 0.29% 73
2021
Q4 		$651K Sell
7,490
-292
-4% -$24K 0.29% 73
2021
Q3 		$581K Sell
7,782
-392
-5% -$30.2K 0.33% 65
2021
Q2 		$603K Buy
8,174
+786
+11% +$55.1K 0.35% 57
2021
Q1 		$520K Buy
7,388
+3,520
+91% +$232K 0.34% 63
2020
Q4 		$251K Buy
+3,868
New +$236K 0.22% 73

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
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 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

TrueWealth Advisors's XLK Position: Q3 2026 in Review

TrueWealth Advisors increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 920% in Q3 2026, buying an estimated $8.15M and bringing the position to 48,961 shares worth $9.6M. The position accounts for 2.15% of the portfolio, ranked #13.

TrueWealth Advisors first reported a position in XLK in Q4 2020 and has held it in 24 quarters since. 1,838 funds tracked by Wall St. Rank hold XLK as of Q3 2026.

  • TrueWealth Advisors held 48,961 shares of State Street Technology Select Sector SPDR ETF worth $9.6M as of Q3 2026.
  • TrueWealth Advisors bought 44,162 State Street Technology Select Sector SPDR ETF shares in Q3 2026, an estimated $8.15M.
  • State Street Technology Select Sector SPDR ETF made up 2.15% of TrueWealth Advisors's portfolio in Q3 2026, its #13 holding.
  • TrueWealth Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2020 and has held it in 24 quarters since.
  • 1,838 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.