Wescott Financial Advisory Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History
Bought
Maintained
Sold
Other funds holding XLK
Wescott Financial Advisory Group's XLK Position: Q1 2026 in Review
Wescott Financial Advisory Group increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.38% in Q1 2026, buying an estimated $986 and bringing the position to 1,849 shares worth $246K. The position accounts for 0.02% of the portfolio, ranked #173.
Wescott Financial Advisory Group first reported a position in XLK in Q1 2022 and has held it in 16 quarters since. The position peaked at $650K in Q2 2024. 2,402 funds tracked by Wall St. Rank hold XLK as of Q1 2026.
- Wescott Financial Advisory Group held 1,849 shares of State Street Technology Select Sector SPDR ETF worth $246K as of Q1 2026.
- Wescott Financial Advisory Group bought 7 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $986.
- State Street Technology Select Sector SPDR ETF made up 0.02% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #173 holding.
- Wescott Financial Advisory Group first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2022 and has held it in 16 quarters since.
- Wescott Financial Advisory Group's State Street Technology Select Sector SPDR ETF position peaked at $650K in Q2 2024.
- 2,402 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.
Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.