State Street Tech Select SPDR (XLK) Adds Apple and Nvidia on Nov. 6 GuruFocus News Tue, November 10, 2026 at 6:04 AM EST 3 min read XLK -0.51% Trade XLK on Coinbase Trading disclosure Trading disclosure The above button links to Coinbase. Yahoo Finance is not a broker-dealer or investment adviser and does not offer securities or cryptocurrencies for sale or facilitate trading. Coinbase pays us for certain activity generated through this link. Prices displayed are informational.
State Street Technology Select Sector SPDR ETF (XLK) recorded net buying of $626.4 million on Friday, with gross ETF activity of $626.4 million. XLK increased all 76 of its positions and decreased none, leaving no sells to report.
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Its largest buys by dollar value were AAPL ($103.6 million), NVDA ($93.6 million) and MSFT ($81.7 million).
The largest buy was Apple (AAPL), where XLK added 302,480 shares worth $103.6 million, taking the position to 16.53% of assets. Nvidia (NVDA) followed with 501,524 shares added for $93.6 million at a 14.95% weight, and Microsoft (MSFT) rose by 153,900 shares, or $81.7 million, to 13.04%. Broadcom (AVGO) added 98,572 shares for $28.9 million and Advanced Micro Devices (AMD) 61,256 shares for $27.5 million. None of the buys were new positions and no holdings were sold out.
XLK is an Equity Sector Information Tech fund holding 76 stocks, with 65.5% of assets in its 10 largest holdings and 100.0% of classified stocks in Technology. All of its holdings are large-cap. It charges an expense ratio of 0.08%, and its top holdings are Apple at 16.53%, Nvidia at 14.95%, Microsoft at 13.04%, Broadcom at 4.62% and Advanced Micro Devices at 4.39%. The fund has a GF Score of 90, a P/E of 32.31, a P/B of 10.93, a dividend yield of 0.52% and a year-to-date return of 19.12%.
AAPL (16.53%), NVDA (14.95%), MSFT (13.04%), AVGO (4.62%), AMD (4.39%)
Holdings, performance and fees for XLK are on its fund summary page; the ETF Screener lines it up against its peers. For the stock behind its biggest buy, see AAPL's GF Value page and guru trades.
With every position raised and no sells, watch whether XLK keeps adding across the board or shifts weight toward Apple, Nvidia and Microsoft at its next holdings update.
Based on holdings changes reported by State Street Technology Select Sector SPDR ETF (XLK) for Nov. 6, 2026, US-listed stocks only.
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