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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$65.9K Buy
346
+40
+13% +$6.83K 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

Elevation Wealth Partners's XLK Position: Q2 2026 in Review

Elevation Wealth Partners increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 13% in Q2 2026, buying an estimated $6.83K and bringing the position to 346 shares worth $65.9K. The position accounts for 0.02% of the portfolio, ranked #242.

Elevation Wealth Partners first reported a position in XLK in Q1 2023 and has held it in 14 quarters since. 2,664 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Elevation Wealth Partners held 346 shares of State Street Technology Select Sector SPDR ETF worth $65.9K as of Q2 2026.
  • Elevation Wealth Partners bought 40 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $6.83K.
  • State Street Technology Select Sector SPDR ETF made up 0.02% of Elevation Wealth Partners's portfolio in Q2 2026, its #242 holding.
  • Elevation Wealth Partners first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2023 and has held it in 14 quarters since.
  • 2,664 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.