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

Elevation 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 Q3	$67.7K	Hold	346	–	–	0.02%	290
2026 Q2	$65.9K	Buy	346 +40	+13%	+$6.84K	0.02%	242
2026 Q1	$40.7K	Hold	306	–	–	0.01%	270
2025 Q4	$44.1K	Hold	306	–	–	0.02%	257
2025 Q3	$43.1K	Hold	306	–	–	0.02%	259
2025 Q2	$38.7K	Hold	306	–	–	0.02%	262
2025 Q1	$31.6K	Hold	306	–	–	0.01%	276
2024 Q4	$35.6K	Hold	306	–	–	0.02%	267
2024 Q3	$34.5K	Hold	306	–	–	0.01%	258
2024 Q2	$34.6K	Sell	306 -38	-11%	-$4K	0.02%	248
2024 Q1	$35.8K	Sell	344 -62	-15%	-$6.27K	0.02%	251
2023 Q4	$33.3K	Hold	406	–	–	0.02%	238
2023 Q3	$33.3K	Hold	406	–	–	0.03%	176
2023 Q2	$35.3K	Sell	406 -102	-20%	-$8.04K	0.03%	182
2023 Q1	$38.4K	Buy	+508	New	+$35K	0.04%	182

Other funds holding XLK

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

J. Safra Asset Management New York $2.3B AUM 21.55% 1-Year Est. Return

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

Elevation Wealth Partners's XLK Position: Q3 2026 in Review

Elevation Wealth Partners held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q3 2026 at 346 shares worth $67.7K. The position accounts for 0.02% of the portfolio, ranked #290.

Elevation Wealth Partners first reported a position in XLK in Q1 2023 and has held it in 15 quarters since. 1,720 funds tracked by Wall St. Rank hold XLK as of Q3 2026.

Elevation Wealth Partners held 346 shares of State Street Technology Select Sector SPDR ETF worth $67.7K as of Q3 2026.
Elevation Wealth Partners left its State Street Technology Select Sector SPDR ETF share count unchanged in Q3 2026.
State Street Technology Select Sector SPDR ETF made up 0.02% of Elevation Wealth Partners's portfolio in Q3 2026, its #290 holding.
Elevation Wealth Partners first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2023 and has held it in 15 quarters since.
1,720 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.