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

Balboa 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	$3.74M	Sell	19,616 -988	-5%	-$169K	0.51%	34
2026 Q1	$2.74M	Buy	20,604 +401	+2%	+$56.5K	0.46%	36
2025 Q4	$2.91M	Sell	20,203 -385	-2%	-$55.6K	0.48%	35
2025 Q3	$2.9M	Buy	20,588 +38	+0.2%	+$5.03K	0.5%	35
2025 Q2	$2.6M	Buy	20,550 +462	+2%	+$51.3K	0.52%	40
2025 Q1	$2.07M	Buy	20,088 +238	+1%	+$27K	0.5%	38
2024 Q4	$2.31M	Sell	19,850 -444	-2%	-$51.7K	0.53%	35
2024 Q3	$2.29M	Sell	20,294 -336	-2%	-$36.9K	0.57%	30
2024 Q2	$2.33M	Buy	20,630 +3,432	+20%	+$361K	0.62%	28
2024 Q1	$1.79M	Sell	17,198 -5,166	-23%	-$522K	0.53%	34
2023 Q4	$2.15M	Buy	22,364 +1,714	+8%	+$153K	0.72%	23
2023 Q3	$1.69M	Buy	20,650 +116	+0.6%	+$9.95K	0.64%	27
2023 Q2	$1.78M	Buy	20,534 +98	+0.5%	+$7.72K	0.62%	26
2023 Q1	$1.54M	Buy	20,436 +1,276	+7%	+$87.8K	0.58%	29
2022 Q4	$1.19M	Sell	19,160 -2,860	-13%	-$182K	0.54%	43
2022 Q3	$1.31M	Buy	+22,020	New	+$1.5M	0.58%	32

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 22.9% 1-Year Est. Return

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

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

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

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

Balboa Wealth Partners reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 4.8% in Q2 2026, selling an estimated $169K and leaving 19,616 shares worth $3.74M. The position accounts for 0.51% of the portfolio, ranked #34.

Balboa Wealth Partners first reported a position in XLK in Q3 2022 and has held it in 16 quarters since. 2,671 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Balboa Wealth Partners held 19,616 shares of State Street Technology Select Sector SPDR ETF worth $3.74M as of Q2 2026.
Balboa Wealth Partners sold 988 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $169K.
State Street Technology Select Sector SPDR ETF made up 0.51% of Balboa Wealth Partners's portfolio in Q2 2026, its #34 holding.
Balboa Wealth Partners first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2022 and has held it in 16 quarters since.
2,671 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.