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

Wisconsin Wealth 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	$398K	Hold	2,034	–	–	0.33%	69
2026 Q2	$388K	Buy	2,034 +88	+5%	+$15K	0.33%	68
2026 Q1	$259K	Buy	1,946 +28	+1%	+$3.95K	0.25%	79
2025 Q4	$276K	Hold	1,918	–	–	0.27%	76
2025 Q3	$270K	Buy	+1,918	New	+$254K	0.26%	80

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

Wisconsin Wealth Advisors's XLK Position: Q3 2026 in Review

Wisconsin Wealth Advisors held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q3 2026 at 2,034 shares worth $398K. The position accounts for 0.33% of the portfolio, ranked #69.

Wisconsin Wealth Advisors first reported a position in XLK in Q3 2025 and has held it in 5 quarters since. 151 funds tracked by Wall St. Rank hold XLK as of Q3 2026.

Wisconsin Wealth Advisors held 2,034 shares of State Street Technology Select Sector SPDR ETF worth $398K as of Q3 2026.
Wisconsin Wealth Advisors left its State Street Technology Select Sector SPDR ETF share count unchanged in Q3 2026.
State Street Technology Select Sector SPDR ETF made up 0.33% of Wisconsin Wealth Advisors's portfolio in Q3 2026, its #69 holding.
Wisconsin Wealth Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2025 and has held it in 5 quarters since.
151 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.

Based on Wisconsin Wealth Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.