Traphagen Investment Advisors 13F: New $283K Stake in XLK
A recent SEC filing reveals Traphagen Investment Advisors picked up 1,443 shares of the technology sector fund.
Reviewed by automated data checks against the source filing. How we make and check alerts
Traphagen Investment Advisors opened a new position of 1,443 shares in State Street Technology Select Sector SPDR ETF ($XLK), according to a 13F filing with the SEC dated October 14, 2026. It reported 1,443 shares worth $282,526 at the end of the quarter.
Since the filing, $XLK is down 3.6% to date (from the $190.43 close on Oct 14, 2026).
Find the original: Traphagen Investment Advisors 13F filings on SEC EDGAR
XLK
State Street Technology Select Sector SPDR ETF
Key Points
- Traphagen Investment Advisors opened a brand-new position in State Street Technology Select Sector SPDR ETF (NYSEArca:XLK) by purchasing 1,443 shares.
- The newly disclosed holding carried a total reported value of $282,526 as of the filing on October 14, 2026.
- Shares of the fund recently traded around $183.87, resting below its 50-day moving average but still well above its 200-day moving average.
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Not investment advice. EarningsIQ is not a registered investment adviser, and this automated State Street Technology Select Sector SPDR ETF alert may contain errors. Disclosures
Traphagen Investment Advisors has built a fresh position in the State Street Technology Select Sector SPDR ETF (NYSEArca:XLK), adding the fund to its portfolio with a new purchase. Institutional disclosures filed with the Securities and Exchange Commission on October 14, 2026, outline the firm's new allocation. Keep in mind that 13F filings look backward at holdings from the end of the reporting period and may not reflect the fund's current trades today.
What Changed in Traphagen Investment Advisors's State Street Technology Select Sector SPDR ETF Position
The firm opened a brand-new stake in the technology exchange-traded fund, purchasing 1,443 shares during the period. The reported value of the holding reached $282,526. Because this is a fresh position, there is no prior quarter comparison or percentage change to report.
State Street Technology Select Sector SPDR ETF Stock Down 3.4%
The fund recently traded around $183.87 as of October 16, 2026. That price sits about 3.2% below its 50-day moving average of $189.97 and roughly 9.9% above its 200-day moving average of $167.32. The shares have traded in a 52-week range between $126.68 and $203.25, placing the recent price down about 9.5% from its yearly peak. The fund carries a price-to-earnings ratio of roughly 30.98.
Dividend
The fund pays an annual dividend yielding 0.43% based on recent figures.
About State Street Technology Select Sector SPDR ETF
State Street Technology Select Sector SPDR ETF is an exchange-traded fund that tracks the performance of a major technology index using a replication strategy. It typically invests nearly all of its total assets in the securities comprising that specific index. This allows investors to gain broad exposure to the technology sector through a single basket of stocks.
Bottom Line
Traphagen Investment Advisors's new position in the technology sector fund highlights where the firm deployed capital during the quarter. Since 13F filings are backward-looking, watchers will need to check future reports to see if the firm adds to this stake. The fund's next regular updates and broader tech sector trends will dictate how this holding performs moving forward.
Related Filing Alerts
Source: Traphagen Investment Advisors's 13F filing on $XLK (Oct 14, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: Traphagen Investment Advisors 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts