Evelyn Partners Asset Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Evelyn Partners Asset Management’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 Q1	$148K	Hold	1,110	–	–	0.04%	119
2025 Q4	$160K	Hold	1,110	–	–	0.04%	114
2025 Q3	$156K	Hold	1,110	–	–	0.04%	109
2025 Q2	$141K	Sell	1,110 -56	-5%	-$6.21K	0.04%	105
2025 Q1	$120K	Hold	1,166	–	–	0.03%	111
2024 Q4	$136K	Buy	+1,166	New	+$136K	0.04%	108

Other funds holding XLK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Evelyn Partners Asset Management's XLK Position: Q1 2026 in Review

Evelyn Partners Asset Management held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q1 2026 at 1,110 shares worth $148K. The position accounts for 0.04% of the portfolio, ranked #119.

Evelyn Partners Asset Management first reported a position in XLK in Q4 2024 and has held it in 6 quarters since. The position peaked at $160K in Q4 2025. 2,400 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Evelyn Partners Asset Management held 1,110 shares of State Street Technology Select Sector SPDR ETF worth $148K as of Q1 2026.
Evelyn Partners Asset Management left its State Street Technology Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Technology Select Sector SPDR ETF made up 0.04% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #119 holding.
Evelyn Partners Asset Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
Evelyn Partners Asset Management's State Street Technology Select Sector SPDR ETF position peaked at $160K in Q4 2025.
2,400 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.