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

Broadleaf 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	$303K	Hold	2,280	–	–	0.07%	68
2025 Q4	$328K	Hold	2,280	–	–	0.07%	67
2025 Q3	$321K	Hold	2,280	–	–	0.07%	67
2025 Q2	$289K	Sell	2,280 -20	-0.9%	-$2.22K	0.06%	72
2025 Q1	$237K	Sell	2,300 -12	-0.5%	-$1.36K	0.06%	76
2024 Q4	$269K	Sell	2,312 -12	-0.5%	-$1.4K	0.06%	73
2024 Q3	$262K	Sell	2,324 -42	-2%	-$4.61K	0.06%	76
2024 Q2	$268K	Hold	2,366	–	–	0.06%	69
2024 Q1	$246K	Sell	2,366 -14	-0.6%	-$1.42K	0.06%	75
2023 Q4	$229K	Buy	+2,380	New	+$212K	0.07%	77
2023 Q3	–	Sell	-2,380	Closed	-$207K	–	78
2023 Q2	$207K	Buy	+2,380	New	+$188K	0.07%	75
2022 Q1	–	Sell	-3,426	Closed	-$298K	–	76
2021 Q4	$298K	Hold	3,426	–	–	0.09%	61
2021 Q3	$256K	Hold	3,426	–	–	0.08%	66
2021 Q2	$253K	Hold	3,426	–	–	0.09%	68
2021 Q1	$228K	Hold	3,426	–	–	0.09%	68
2020 Q4	$223K	Buy	+3,426	New	+$209K	0.09%	64

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

Broadleaf Partners's XLK Position: Q1 2026 in Review

Broadleaf Partners held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q1 2026 at 2,280 shares worth $303K. The position accounts for 0.07% of the portfolio, ranked #68.

Broadleaf Partners first reported a position in XLK in Q4 2020 and has held it in 16 quarters since. The position peaked at $328K in Q4 2025. 2,406 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Broadleaf Partners held 2,280 shares of State Street Technology Select Sector SPDR ETF worth $303K as of Q1 2026.
Broadleaf Partners left its State Street Technology Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Technology Select Sector SPDR ETF made up 0.07% of Broadleaf Partners's portfolio in Q1 2026, its #68 holding.
Broadleaf Partners first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2020 and has held it in 16 quarters since.
Broadleaf Partners's State Street Technology Select Sector SPDR ETF position peaked at $328K in Q4 2025.
2,406 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Broadleaf Partners's 13F filing for Q1 2026, filed 14 May 2026.