Almanack Investment Partners’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Almanack Investment Partners’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 Q2	$894K	Sell	4,691 -4,161	-47%	-$711K	0.11%	110
2026 Q1	$1.18M	Sell	8,852 -1,491	-14%	-$210K	0.2%	55
2025 Q4	$1.49M	Sell	10,343 -4,059	-28%	-$586K	0.25%	51
2025 Q3	$2.03M	Buy	+14,402	New	+$1.91M	0.31%	47
2022 Q2	–	Sell	-2,786	Closed	-$221K	–	521
2022 Q1	$221K	Sell	2,786 -136	-5%	-$10.7K	0.02%	434
2021 Q4	$254K	Sell	2,922 -400	-12%	-$32.9K	0.02%	413
2021 Q3	$248K	Hold	3,322	–	–	0.02%	417
2021 Q2	$245K	Hold	3,322	–	–	0.02%	366
2021 Q1	$221K	Buy	3,322 +2	+0.1%	+$132	0.02%	375
2020 Q4	$216K	Sell	3,320 -500	-13%	-$30.5K	0.02%	342
2020 Q3	$226K	Buy	+3,820	New	+$216K	0.03%	350
2020 Q1	–	Sell	-6,624	Closed	-$304K	–	311
2019 Q4	$304K	Buy	6,624 +2	+0%	+$86	0.06%	144
2019 Q3	$267K	Buy	6,622 +3,600	+119%	+$144K	0.05%	175
2019 Q2	$118K	Buy	+3,022	New	+$115K	0.03%	246

Other funds holding XLK

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Almanack Investment Partners's XLK Position: Q2 2026 in Review

Almanack Investment Partners reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 47% in Q2 2026, selling an estimated $711K and leaving 4,691 shares worth $894K. The position accounts for 0.11% of the portfolio, ranked #110.

Almanack Investment Partners first reported a position in XLK in Q2 2019 and has held it in 14 quarters since. The position peaked at $2.03M in Q3 2025. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Almanack Investment Partners held 4,691 shares of State Street Technology Select Sector SPDR ETF worth $894K as of Q2 2026.
Almanack Investment Partners sold 4,161 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $711K.
State Street Technology Select Sector SPDR ETF made up 0.11% of Almanack Investment Partners's portfolio in Q2 2026, its #110 holding.
Almanack Investment Partners first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2019 and has held it in 14 quarters since.
Almanack Investment Partners's State Street Technology Select Sector SPDR ETF position peaked at $2.03M in Q3 2025.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Almanack Investment Partners's 13F filing for Q2 2026, filed 30 Jul 2026.