What State Street Technology SPDR (XLK) Sold: NVIDIA Leads on Thursday

gurufocus.com · 2026-10-19

State Street Technology Select Sector SPDR ETF (XLK) was the sole fund in this report, and its ETF activity last Thursday was entirely one-sided: the $120.70 bi

TickrTrends take: State Street's Technology SPDR fund reduced its NVIDIA position on Thursday, which reflects portfolio adjustments within the technology sector that AVGO operates in. Given that NVIDIA is a major index constituent and peer competitor in semiconductor and infrastructure technology, activity in comparable holdings provides context for understanding how institutional investors are currently positioning in the sector. TickrTrends' undervalued assessment for AVGO suggests the market may not be fully pricing the company's value relative to peers like NVIDIA that are receiving active portfolio attention.

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