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

CAP Partners LLC’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	$253K	Hold	1,900	–	–	0.14%	131
2025 Q4	$274K	Hold	1,900	–	–	0.16%	119
2025 Q3	$268K	Hold	1,900	–	–	0.15%	114
2025 Q2	$241K	Buy	+1,900	New	+$211K	0.15%	122
2025 Q1	–	Sell	-1,900	Closed	-$221K	–	141
2024 Q4	$221K	Hold	1,900	–	–	0.16%	124
2024 Q3	$214K	Hold	1,900	–	–	0.16%	120
2024 Q2	$215K	Buy	+1,900	New	+$200K	0.17%	119

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

CAP Partners LLC's XLK Position: Q1 2026 in Review

CAP Partners LLC held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q1 2026 at 1,900 shares worth $253K. The position accounts for 0.14% of the portfolio, ranked #131.

CAP Partners LLC first reported a position in XLK in Q2 2024 and has held it in 7 quarters since. The position peaked at $274K in Q4 2025. 2,401 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

CAP Partners LLC held 1,900 shares of State Street Technology Select Sector SPDR ETF worth $253K as of Q1 2026.
CAP Partners LLC left its State Street Technology Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Technology Select Sector SPDR ETF made up 0.14% of CAP Partners LLC's portfolio in Q1 2026, its #131 holding.
CAP Partners LLC first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2024 and has held it in 7 quarters since.
CAP Partners LLC's State Street Technology Select Sector SPDR ETF position peaked at $274K in Q4 2025.
2,401 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on CAP Partners LLC's 13F filing for Q1 2026, filed 28 Apr 2026.