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 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

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return