Alpha Financial Partners’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Alpha Financial 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 Q1	$252K	Buy	1,895 +1	+0.1%	+$141	0.15%	83
2025 Q4	$273K	Buy	1,894 +2	+0.1%	+$289	0.17%	74
2025 Q3	$267K	Buy	1,892 +12	+0.6%	+$1.59K	0.17%	71
2025 Q2	$238K	Sell	1,880 -950	-34%	-$105K	0.17%	74
2025 Q1	$292K	Buy	2,830 +874	+45%	+$99.1K	0.23%	58
2024 Q4	$227K	Sell	1,956 -31,494	-94%	-$3.66M	0.18%	71
2024 Q3	$3.78M	Buy	+33,450	New	+$3.67M	2.69%	10

Other funds holding XLK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Alpha Financial Partners's XLK Position: Q1 2026 in Review

Alpha Financial Partners increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.05% in Q1 2026, buying an estimated $141 and bringing the position to 1,895 shares worth $252K. The position accounts for 0.15% of the portfolio, ranked #83.

Alpha Financial Partners first reported a position in XLK in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.78M in Q3 2024. 2,402 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Alpha Financial Partners held 1,895 shares of State Street Technology Select Sector SPDR ETF worth $252K as of Q1 2026.
Alpha Financial Partners bought 1 State Street Technology Select Sector SPDR ETF share in Q1 2026, an estimated $141.
State Street Technology Select Sector SPDR ETF made up 0.15% of Alpha Financial Partners's portfolio in Q1 2026, its #83 holding.
Alpha Financial Partners first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2024 and has held it in 7 quarters since.
Alpha Financial Partners's State Street Technology Select Sector SPDR ETF position peaked at $3.78M in Q3 2024.
2,402 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Alpha Financial Partners's 13F filing for Q1 2026, filed 13 May 2026.