WoodTrust Financial’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

WoodTrust Financial’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	$422K	Hold	2,156	–	–	0.05%	127
2026 Q2	$411K	Hold	2,156	–	–	0.05%	127
2026 Q1	$287K	Hold	2,156	–	–	0.04%	148
2025 Q4	$310K	Hold	2,156	–	–	0.04%	151
2025 Q3	$304K	Buy	+2,156	New	+$286K	0.04%	148
2025 Q2	–	Sell	-2,156	Closed	-$223K	–	172
2025 Q1	$223K	Sell	2,156 -514	-19%	-$58.3K	0.03%	156
2024 Q4	$310K	Hold	2,670	–	–	0.04%	144
2024 Q3	$301K	Hold	2,670	–	–	0.04%	147
2024 Q2	$302K	Buy	+2,670	New	+$281K	0.05%	142
2024 Q1	–	Sell	-3,848	Closed	-$370K	–	197
2023 Q4	$370K	Buy	+3,848	New	+$343K	0.06%	120

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

WoodTrust Financial's XLK Position: Q3 2026 in Review

WoodTrust Financial held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q3 2026 at 2,156 shares worth $422K. The position accounts for 0.05% of the portfolio, ranked #127.

WoodTrust Financial first reported a position in XLK in Q4 2023 and has held it in 10 quarters since. 151 funds tracked by Wall St. Rank hold XLK as of Q3 2026.

WoodTrust Financial held 2,156 shares of State Street Technology Select Sector SPDR ETF worth $422K as of Q3 2026.
WoodTrust Financial left its State Street Technology Select Sector SPDR ETF share count unchanged in Q3 2026.
State Street Technology Select Sector SPDR ETF made up 0.05% of WoodTrust Financial's portfolio in Q3 2026, its #127 holding.
WoodTrust Financial first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2023 and has held it in 10 quarters since.
151 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.

Based on WoodTrust Financial's 13F filing for Q3 2026, filed 9 Oct 2026.