Blue Chip Partners’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Blue Chip 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	$2.29M	Buy	17,197 +1,028	+6%	+$145K	0.16%	59
2025 Q4	$2.33M	Buy	16,169 +739	+5%	+$107K	0.17%	57
2025 Q3	$2.17M	Sell	15,430 -456	-3%	-$60.4K	0.16%	56
2025 Q2	$2.01M	Sell	15,886 -4	-0%	-$444	0.16%	57
2025 Q1	$1.64M	Sell	15,890 -1,336	-8%	-$151K	0.14%	71
2024 Q4	$2M	Buy	17,226 +1,492	+9%	+$174K	0.17%	66
2024 Q3	$1.78M	Sell	15,734 -536	-3%	-$58.8K	0.15%	63
2024 Q2	$1.84M	Buy	16,270 +28	+0.2%	+$2.95K	0.17%	56
2024 Q1	$1.69M	Sell	16,242 -942	-5%	-$95.3K	0.16%	55
2023 Q4	$1.65M	Buy	17,184 +306	+2%	+$27.2K	0.17%	58
2023 Q3	$1.38M	Buy	16,878 +36	+0.2%	+$3.09K	0.16%	57
2023 Q2	$1.46M	Sell	16,842 -248	-1%	-$19.5K	0.17%	64
2023 Q1	$1.29M	Sell	17,090 -1,980	-10%	-$136K	0.15%	67
2022 Q4	$1.19M	Buy	+19,070	New	+$1.21M	0.15%	69
2019 Q1	–	Sell	-8,840	Closed	-$274K	–	144
2018 Q4	$274K	Buy	+8,840	New	+$299K	0.07%	114

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

Blue Chip Partners's XLK Position: Q1 2026 in Review

Blue Chip Partners increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 6.4% in Q1 2026, buying an estimated $145K and bringing the position to 17,197 shares worth $2.29M. The position accounts for 0.16% of the portfolio, ranked #59.

Blue Chip Partners first reported a position in XLK in Q4 2018 and has held it in 15 quarters since. The position peaked at $2.33M in Q4 2025. 2,402 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Blue Chip Partners held 17,197 shares of State Street Technology Select Sector SPDR ETF worth $2.29M as of Q1 2026.
Blue Chip Partners bought 1,028 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $145K.
State Street Technology Select Sector SPDR ETF made up 0.16% of Blue Chip Partners's portfolio in Q1 2026, its #59 holding.
Blue Chip Partners first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2018 and has held it in 15 quarters since.
Blue Chip Partners's State Street Technology Select Sector SPDR ETF position peaked at $2.33M in Q4 2025.
2,402 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Blue Chip Partners's 13F filing for Q1 2026, filed 15 May 2026.