JTBR
XLK icon

James T. Borello RIA’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

James T. Borello RIA’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 		$39.9K Hold
204
– – 0.01% 277
2026
Q2 		$38.9K Sell
204
-61
-23% -$10.4K 0.01% 273
2026
Q1 		$35.2K Buy
265
+61
+30% +$8.6K 0.01% 260
2025
Q4 		$29.4K Hold
204
– – 0.01% 225
2025
Q3 		$28.8K Hold
204
– – 0.01% 202
2025
Q2 		$25.8K Hold
204
– – 0.01% 174
2025
Q1 		$21.1K Hold
204
– – 0.01% 149
2024
Q4 		$23.7K Hold
204
– – 0.01% 131
2024
Q3 		$23K Hold
204
– – 0.01% 119
2024
Q2 		$23.1K Hold
204
– – 0.01% 111
2024
Q1 		$21.2K Hold
204
– – 0.01% 109
2023
Q4 		$19.6K Buy
+204
New +$18.2K 0.02% 89

Other funds holding XLK

CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
EL
Essex LLC Deer Park, Illinois $660M AUM 26.07% 1-Year Est. Return

James T. Borello RIA's XLK Position: Q3 2026 in Review

James T. Borello RIA held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q3 2026 at 204 shares worth $39.9K. The position accounts for 0.01% of the portfolio, ranked #277.

James T. Borello RIA first reported a position in XLK in Q4 2023 and has held it in 12 quarters since. 493 funds tracked by Wall St. Rank hold XLK as of Q3 2026.

  • James T. Borello RIA held 204 shares of State Street Technology Select Sector SPDR ETF worth $39.9K as of Q3 2026.
  • James T. Borello RIA left its State Street Technology Select Sector SPDR ETF share count unchanged in Q3 2026.
  • State Street Technology Select Sector SPDR ETF made up 0.01% of James T. Borello RIA's portfolio in Q3 2026, its #277 holding.
  • James T. Borello RIA first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2023 and has held it in 12 quarters since.
  • 493 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.