Whitaker-Myers Wealth Managers’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Whitaker-Myers Wealth Managers’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	$2.49M	Sell	12,729 -3,844	-23%	-$710K	0.41%	32
2026 Q2	$3.16M	Buy	16,573 +14,750	+809%	+$2.52M	0.53%	23
2026 Q1	$242K	Sell	1,823 -17,267	-90%	-$2.43M	0.05%	106
2025 Q4	$2.75M	Buy	19,090 +2,928	+18%	+$423K	0.57%	25
2025 Q3	$2.28M	Buy	16,162 +5,132	+47%	+$680K	0.5%	31
2025 Q2	$1.4M	Buy	11,030 +1,940	+21%	+$215K	0.35%	31
2025 Q1	$938K	Buy	9,090 +2,122	+30%	+$241K	0.26%	44
2024 Q4	$810K	Sell	6,968 -2,974	-30%	-$346K	0.24%	46
2024 Q3	$1.12M	Buy	9,942 +810	+9%	+$88.9K	0.37%	41
2024 Q2	$1.03M	Buy	9,132 +1,174	+15%	+$124K	0.38%	37
2024 Q1	$829K	Buy	+7,958	New	+$805K	0.35%	48

Other funds holding XLK

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

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

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

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Whitaker-Myers Wealth Managers's XLK Position: Q3 2026 in Review

Whitaker-Myers Wealth Managers reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 23% in Q3 2026, selling an estimated $710K and leaving 12,729 shares worth $2.49M. The position accounts for 0.41% of the portfolio, ranked #32.

Whitaker-Myers Wealth Managers first reported a position in XLK in Q1 2024 and has held it in 11 quarters since. The position peaked at $3.16M in Q2 2026. 151 funds tracked by Wall St. Rank hold XLK as of Q3 2026.

Whitaker-Myers Wealth Managers held 12,729 shares of State Street Technology Select Sector SPDR ETF worth $2.49M as of Q3 2026.
Whitaker-Myers Wealth Managers sold 3,844 State Street Technology Select Sector SPDR ETF shares in Q3 2026, an estimated $710K.
State Street Technology Select Sector SPDR ETF made up 0.41% of Whitaker-Myers Wealth Managers's portfolio in Q3 2026, its #32 holding.
Whitaker-Myers Wealth Managers first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2024 and has held it in 11 quarters since.
Whitaker-Myers Wealth Managers's State Street Technology Select Sector SPDR ETF position peaked at $3.16M in Q2 2026.
151 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.