Ascent Wealth Partners’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Ascent Wealth 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	$835K	Sell	4,384 -8	-0.2%	-$1.37K	0.08%	123
2026 Q1	$584K	Buy	4,392 +408	+10%	+$57.5K	0.07%	136
2025 Q4	$574K	Sell	3,984 -596	-13%	-$86.1K	0.07%	133
2025 Q3	$597K	Buy	4,580 +596	+15%	+$78.9K	0.07%	132
2025 Q2	$504K	Buy	3,984 +1,504	+61%	+$167K	0.06%	133
2025 Q1	$256K	Buy	2,480 +20	+0.8%	+$2.27K	0.03%	160
2024 Q4	$286K	Hold	2,460	–	–	0.04%	151
2024 Q3	$278K	Hold	2,460	–	–	0.04%	142
2024 Q2	$278K	Hold	2,460	–	–	0.04%	147
2024 Q1	$256K	Hold	2,460	–	–	0.04%	152
2023 Q4	$237K	Hold	2,460	–	–	0.04%	153
2023 Q3	$202K	Sell	2,460 -340	-12%	-$29.2K	0.04%	159
2023 Q2	$243K	Buy	+2,800	New	+$221K	0.04%	148
2022 Q3	–	Sell	-6,220	Closed	-$396K	–	147
2022 Q2	$396K	Sell	6,220 -2,940	-32%	-$205K	0.09%	120
2022 Q1	$728K	Sell	9,160 -160	-2%	-$12.6K	0.14%	101
2021 Q4	$810K	Hold	9,320	–	–	0.14%	93
2021 Q3	$696K	Hold	9,320	–	–	0.13%	98
2021 Q2	$688K	Hold	9,320	–	–	0.13%	92
2021 Q1	$619K	Hold	9,320	–	–	0.13%	88
2020 Q4	$606K	Hold	9,320	–	–	0.13%	85
2020 Q3	$544K	Hold	9,320	–	–	0.14%	80
2020 Q2	$487K	Hold	9,320	–	–	0.14%	80
2020 Q1	$375K	Buy	9,320 +572	+7%	+$26.1K	0.14%	84
2019 Q4	$401K	Hold	8,748	–	–	0.11%	90
2019 Q3	$352K	Hold	8,748	–	–	0.11%	96
2019 Q2	$341K	Hold	8,748	–	–	0.11%	97
2019 Q1	$324K	Hold	8,748	–	–	0.11%	100
2018 Q4	$271K	Hold	8,748	–	–	0.11%	103
2018 Q3	$329K	Sell	8,748 -140	-2%	-$5.13K	0.1%	105
2018 Q2	$309K	Hold	8,888	–	–	0.11%	102
2018 Q1	$291K	Buy	+8,888	New	+$298K	0.11%	107

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

Ascent Wealth Partners's XLK Position: Q2 2026 in Review

Ascent Wealth Partners reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.18% in Q2 2026, selling an estimated $1.37K and leaving 4,384 shares worth $835K. The position accounts for 0.08% of the portfolio, ranked #123.

Ascent Wealth Partners first reported a position in XLK in Q1 2018 and has held it in 31 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Ascent Wealth Partners held 4,384 shares of State Street Technology Select Sector SPDR ETF worth $835K as of Q2 2026.
Ascent Wealth Partners sold 8 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $1.37K.
State Street Technology Select Sector SPDR ETF made up 0.08% of Ascent Wealth Partners's portfolio in Q2 2026, its #123 holding.
Ascent Wealth Partners first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2018 and has held it in 31 quarters since.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Ascent Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.