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Wedmont Private Capital’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Wedmont Private Capital’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 		$5.78M Buy
29,204
+4,751
+19% +$877K 0.14% 92
2026
Q2 		$4.54M Buy
24,453
+11
+0% +$1.88K 0.12% 97
2026
Q1 		$3.46M Sell
24,442
-2,771
-10% -$390K 0.11% 104
2025
Q4 		$3.99M Buy
27,213
+1,073
+4% +$155K 0.14% 87
2025
Q3 		$3.73M Buy
26,140
+10
+0% +$1.32K 0.14% 90
2025
Q2 		$3.37M Sell
26,130
-1,018
-4% -$113K 0.14% 86
2025
Q1 		$2.69M Sell
27,148
-2,302
-8% -$261K 0.14% 86
2024
Q4 		$3.37M Buy
29,450
+696
+2% +$81K 0.18% 70
2024
Q3 		$3.22M Buy
28,754
+16
+0.1% +$1.76K 0.18% 68
2024
Q2 		$3.36M Buy
28,738
+380
+1% +$40K 0.21% 67
2024
Q1 		$2.94M Sell
28,358
-142
-0.5% -$14.4K 0.21% 66
2023
Q4 		$2.69M Buy
28,500
+1,468
+5% +$131K 0.22% 68
2023
Q3 		$2.29M Buy
27,032
+2,288
+9% +$196K 0.23% 70
2023
Q2 		$2.18M Buy
24,744
+15,256
+161% +$1.2M 0.23% 66
2023
Q1 		$707K Buy
9,488
+48
+0.5% +$3.3K 0.09% 158
2022
Q4 		$589K Buy
9,440
+316
+3% +$20.1K 0.09% 173
2022
Q3 		$542K Buy
9,124
+46
+0.5% +$3.14K 0.11% 152
2022
Q2 		$577K Sell
9,078
-318
-3% -$22.2K 0.12% 121
2022
Q1 		$759K Buy
+9,396
New +$738K 0.17% 100

Other funds holding XLK

CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Wedmont Private Capital's XLK Position: Q3 2026 in Review

Wedmont Private Capital increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 19% in Q3 2026, buying an estimated $877K and bringing the position to 29,204 shares worth $5.78M. The position accounts for 0.14% of the portfolio, ranked #92.

Wedmont Private Capital first reported a position in XLK in Q1 2022 and has held it in 19 quarters since. 151 funds tracked by Wall St. Rank hold XLK as of Q3 2026.

  • Wedmont Private Capital held 29,204 shares of State Street Technology Select Sector SPDR ETF worth $5.78M as of Q3 2026.
  • Wedmont Private Capital bought 4,751 State Street Technology Select Sector SPDR ETF shares in Q3 2026, an estimated $877K.
  • State Street Technology Select Sector SPDR ETF made up 0.14% of Wedmont Private Capital's portfolio in Q3 2026, its #92 holding.
  • Wedmont Private Capital first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2022 and has held it in 19 quarters since.
  • 151 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.