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

Evelyn Partners Investment 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	$146K	Hold	1,100	–	–	﹤0.01%	215
2025 Q4	$158K	Hold	1,100	–	–	﹤0.01%	216
2025 Q3	$155K	Hold	1,100	–	–	﹤0.01%	216
2025 Q2	$139K	Hold	1,100	–	–	﹤0.01%	217
2025 Q1	$114K	Hold	1,100	–	–	﹤0.01%	225
2024 Q4	$128K	Buy	+1,100	New	+$128K	﹤0.01%	219

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 $424B AUM 22.96% 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 Investment Management's XLK Position: Q1 2026 in Review

Evelyn Partners Investment Management held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q1 2026 at 1,100 shares worth $146K. The position accounts for ﹤0.01% of the portfolio, ranked #215.

Evelyn Partners Investment Management first reported a position in XLK in Q4 2024 and has held it in 6 quarters since. The position peaked at $158K in Q4 2025. 2,410 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Evelyn Partners Investment Management held 1,100 shares of State Street Technology Select Sector SPDR ETF worth $146K as of Q1 2026.
Evelyn Partners Investment 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 ﹤0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #215 holding.
Evelyn Partners Investment 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 Investment Management's State Street Technology Select Sector SPDR ETF position peaked at $158K in Q4 2025.
2,410 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

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