EIP
XLK icon

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

Essential Investment 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 		$99.5K Hold
522
– – 0.08% 122
2026
Q1 		$69.4K Hold
522
– – 0.06% 129
2025
Q4 		$75.2K Buy
+522
New +$75.4K 0.07% 118

Other funds holding XLK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Essential Investment Partners's XLK Position: Q2 2026 in Review

Essential Investment Partners held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 522 shares worth $99.5K. The position accounts for 0.08% of the portfolio, ranked #122.

Essential Investment Partners first reported a position in XLK in Q4 2025 and has held it in 3 quarters since. 769 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Essential Investment Partners held 522 shares of State Street Technology Select Sector SPDR ETF worth $99.5K as of Q2 2026.
  • Essential Investment Partners left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Technology Select Sector SPDR ETF made up 0.08% of Essential Investment Partners's portfolio in Q2 2026, its #122 holding.
  • Essential Investment Partners first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • 769 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Essential Investment Partners's 13F filing for Q2 2026, filed 15 Jul 2026.