Chicago Partners Investment Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Chicago Partners Investment Group’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	$6.67M	Buy	37,405 +834	+2%	+$143K	0.13%	130
2026 Q1	$5.78M	Buy	36,571 +1,142	+3%	+$161K	0.13%	143
2025 Q4	$5.14M	Buy	35,429 +591	+2%	+$85.4K	0.13%	155
2025 Q3	$5.26M	Buy	34,838 +52	+0.1%	+$6.89K	0.14%	144
2025 Q2	$4.53M	Sell	34,786 -274	-0.8%	-$30.4K	0.13%	153
2025 Q1	$3.78M	Buy	35,060 +2,420	+7%	+$274K	0.13%	151
2024 Q4	$3.82M	Buy	32,640 +428	+1%	+$49.8K	0.13%	147
2024 Q3	$3.68M	Buy	32,212 +68	+0.2%	+$7.46K	0.13%	135
2024 Q2	$3.37M	Buy	32,144 +570	+2%	+$60K	0.13%	144
2024 Q1	$3.11M	Buy	31,574 +824	+3%	+$83.3K	0.13%	137
2023 Q4	$3.12M	Sell	30,750 -572	-2%	-$50.9K	0.14%	133
2023 Q3	$2.57M	Buy	31,322 +300	+1%	+$25.7K	0.14%	139
2023 Q2	$2.7M	Buy	31,022 +1,262	+4%	+$99.5K	0.14%	144
2023 Q1	$2.19M	Sell	29,760 -926	-3%	-$63.7K	0.13%	158
2022 Q4	$2.2M	Buy	30,686 +10,554	+52%	+$670K	0.13%	151
2022 Q3	$1.24M	Buy	20,132 +598	+3%	+$40.8K	0.09%	208
2022 Q2	$1.41M	Sell	19,534 -6,482	-25%	-$452K	0.1%	179
2022 Q1	$1.72M	Buy	26,016 +62	+0.2%	+$4.87K	0.13%	144
2021 Q4	$2.01M	Buy	25,954 +6,080	+31%	+$501K	0.14%	143
2021 Q3	$1.64M	Sell	19,874 -2	-0%	-$154	0.12%	161
2021 Q2	$1.53M	Buy	19,876 +592	+3%	+$41.5K	0.11%	154
2021 Q1	$1.38M	Buy	19,284 +1,828	+10%	+$121K	0.11%	157
2020 Q4	$1.16M	Buy	17,456 +1,318	+8%	+$80.3K	0.11%	156
2020 Q3	$913K	Buy	16,138 +234	+1%	+$13.2K	0.11%	149
2020 Q2	$850K	Buy	+15,904	New	+$748K	0.11%	150
2018 Q4	–	Sell	-608	Closed	-$20K	–	932
2018 Q3	$20K	Hold	608	–	–	﹤0.01%	690
2018 Q2	$21K	Buy	608 +8	+1%	+$274	﹤0.01%	656
2018 Q1	$20K	Sell	600 -1,020	-63%	-$34.3K	﹤0.01%	638
2017 Q4	$52K	Hold	1,620	–	–	0.01%	447
2017 Q3	$48K	Buy	+1,620	New	+$46.7K	0.01%	442

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

Chicago Partners Investment Group's XLK Position: Q2 2026 in Review

Chicago Partners Investment Group increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 2.3% in Q2 2026, buying an estimated $143K and bringing the position to 37,405 shares worth $6.67M. The position accounts for 0.13% of the portfolio, ranked #130.

Chicago Partners Investment Group first reported a position in XLK in Q3 2017 and has held it in 30 quarters since. 2,645 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Chicago Partners Investment Group held 37,405 shares of State Street Technology Select Sector SPDR ETF worth $6.67M as of Q2 2026.
Chicago Partners Investment Group bought 834 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $143K.
State Street Technology Select Sector SPDR ETF made up 0.13% of Chicago Partners Investment Group's portfolio in Q2 2026, its #130 holding.
Chicago Partners Investment Group first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2017 and has held it in 30 quarters since.
2,645 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.