WN
XLK icon

Williams & Novak’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Williams & Novak’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 		$621K Sell
3,170
-1,057
-25% -$195K 0.37% 62
2026
Q2 		$805K Buy
4,227
+1,163
+38% +$199K 0.53% 51
2026
Q1 		$413K Buy
3,064
+115
+4% +$16.2K 0.31% 73
2025
Q4 		$425K Sell
2,949
-7
-0.2% -$1.01K 0.32% 72
2025
Q3 		$417K Sell
2,956
-316
-10% -$41.9K 0.32% 70
2025
Q2 		$414K Sell
3,272
-940
-22% -$104K 0.35% 72
2025
Q1 		$438K Sell
4,212
-70
-2% -$7.94K 0.43% 63
2024
Q4 		$498K Buy
4,282
+46
+1% +$5.35K 0.48% 57
2024
Q3 		$478K Hold
4,236
– – 0.45% 57
2024
Q2 		$479K Hold
4,236
– – 0.45% 56
2024
Q1 		$408K Hold
4,236
– – 0.46% 53
2023
Q4 		$408K Buy
+4,236
New +$377K 0.46% 53

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

Williams & Novak's XLK Position: Q3 2026 in Review

Williams & Novak reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 25% in Q3 2026, selling an estimated $195K and leaving 3,170 shares worth $621K. The position accounts for 0.37% of the portfolio, ranked #62.

Williams & Novak first reported a position in XLK in Q4 2023 and has held it in 12 quarters since. The position peaked at $805K in Q2 2026. 151 funds tracked by Wall St. Rank hold XLK as of Q3 2026.

  • Williams & Novak held 3,170 shares of State Street Technology Select Sector SPDR ETF worth $621K as of Q3 2026.
  • Williams & Novak sold 1,057 State Street Technology Select Sector SPDR ETF shares in Q3 2026, an estimated $195K.
  • State Street Technology Select Sector SPDR ETF made up 0.37% of Williams & Novak's portfolio in Q3 2026, its #62 holding.
  • Williams & Novak first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2023 and has held it in 12 quarters since.
  • Williams & Novak's State Street Technology Select Sector SPDR ETF position peaked at $805K in Q2 2026.
  • 151 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.

Based on Williams & Novak's 13F filing for Q3 2026, filed 9 Oct 2026.