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XLKXLK
20 quarters

Position history for AXXCESS WEALTH MANAGEMENT, LLCAXXCESS WEALTH MANAGEMENT, LLC's holdings in SELECT SECTOR SPDR TR

Yes. Axxcess Wealth Management holds 26,983 shares of XLK, worth $5.3M, as of its Q3 2026 13F filing. It reduced the position by 125,103 shares (-82.3%) from Q2 2026. Axxcess Wealth Management has held XLK in every 13F on record since Q4 2021, 20 quarterly filings. XLK is 0.2% of Axxcess Wealth Management's reported 13F portfolio.

Current Value

$5.3M

Current Shares

26,983

Total Value Change

+$1.9M

Total Shares Change

+7,595

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q3
Latest
Decreased
26,983
-82.3%
$5.3M0.2%$195.75
0
2026-Q2
Decreased
152,086
-1.7%
$29M0.5%$190.52
0
2026-Q1
Decreased
154,709
-5.5%
$20.6M0.7%$137.50
0
2025-Q4
Increased
163,667
+417.5%
$23.6M0.4%$145.41
55
2025-Q3
Decreased
31,628
-8.0%
$8.9M0.2%$139.95
0
2025-Q2
Decreased
34,362
-8.4%
$8.7M0.2%$125.03
0
2025-Q1
Decreased
37,529
-30.2%
$7.7M0.2%$102.73
0
2024-Q4
Decreased
53,753
-3.5%
$12.5M0.3%$116.51
0
2024-Q3
Decreased
55,731
-1.4%
$12.6M0.3%$111.67
0
2024-Q2
Increased
56,525
+45.1%
$12.8M0.3%$112.03
45
2024-Q1
Decreased
38,964
-2.5%
$8.1M0.2%$102.96
0
2023-Q4
Decreased
39,962
-5.0%
$7.7M0.2%$94.99
0
2023-Q3
Increased
42,043
+88.8%
$6.9M0.2%$80.72
51
2023-Q2
Increased
22,272
+25.3%
$3.9M0.3%$84.10
39
2023-Q1
Increased
17,781
+74.0%
$2.7M0.2%$73.00
47
2022-Q4
Decreased
10,221
-29.7%
$1.3M0.1%$60.89
0
2022-Q3
Increased
14,534
+22.4%
$1.7M0.2%$59.08
37
2022-Q2
Decreased
11,878
-19.2%
$1.5M0.1%$62.70
0
2022-Q1
Decreased
14,700
-24.2%
$2.3M0.2%$76.87
0
2021-Q4
First report
19,388
-
$3.4M0.2%$83.94
0

Other major holders of XLK: WELLS FARGO & COMPANY/MN, BANK OF AMERICA CORP /DE/, MORGAN STANLEY

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