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

FAS 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
Q1 		$1.13M Buy
8,509
+2,172
+34% +$306K 0.07% 160
2025
Q4 		$912K Sell
6,337
-649
-9% -$93.7K 0.06% 170
2025
Q3 		$984K Buy
6,986
+8
+0.1% +$1.06K 0.07% 165
2025
Q2 		$884K Buy
6,978
+10
+0.1% +$1.11K 0.07% 171
2025
Q1 		$719K Buy
6,968
+758
+12% +$85.9K 0.06% 175
2024
Q4 		$722K Buy
6,210
+10
+0.2% +$1.16K 0.06% 175
2024
Q3 		$700K Buy
6,200
+826
+15% +$90.7K 0.06% 177
2024
Q2 		$608K Sell
5,374
-50
-0.9% -$5.26K 0.05% 183
2024
Q1 		$565K Buy
5,424
+234
+5% +$23.7K 0.05% 192
2023
Q4 		$499K Buy
5,190
+142
+3% +$12.6K 0.05% 198
2023
Q3 		$414K Buy
5,048
+210
+4% +$18K 0.04% 206
2023
Q2 		$420K Buy
4,838
+12
+0.2% +$946 0.05% 187
2023
Q1 		$364K Sell
4,826
-90
-2% -$6.19K 0.04% 216
2022
Q4 		$306K Buy
4,916
+196
+4% +$12.4K 0.03% 240
2022
Q3 		$280K Buy
4,720
+532
+13% +$36.3K 0.03% 235
2022
Q2 		$266K Sell
4,188
-386
-8% -$26.9K 0.03% 241
2022
Q1 		$364K Buy
4,574
+200
+5% +$15.7K 0.03% 212
2021
Q4 		$380K Sell
4,374
-104
-2% -$8.56K 0.03% 224
2021
Q3 		$334K Sell
4,478
-1,996
-31% -$154K 0.03% 225
2021
Q2 		$478K Buy
6,474
+1,890
+41% +$132K 0.04% 186
2021
Q1 		$304K Buy
4,584
+42
+0.9% +$2.77K 0.03% 216
2020
Q4 		$295K Buy
4,542
+2,104
+86% +$128K 0.03% 211
2020
Q3 		$142K Buy
2,438
+2,428
+24,280% +$137K 0.02% 236
2020
Q2 		$1K Hold
10
– – ﹤0.01% 310
2020
Q1 		$0 Hold
10
– – ﹤0.01% 332
2019
Q4 		$0 Buy
+10
New +$428 ﹤0.01% 298

Other funds holding XLK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

FAS Wealth Partners's XLK Position: Q1 2026 in Review

FAS Wealth Partners increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 34% in Q1 2026, buying an estimated $306K and bringing the position to 8,509 shares worth $1.13M. The position accounts for 0.07% of the portfolio, ranked #160.

FAS Wealth Partners first reported a position in XLK in Q4 2019 and has held it in 26 quarters since. 2,403 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

  • FAS Wealth Partners held 8,509 shares of State Street Technology Select Sector SPDR ETF worth $1.13M as of Q1 2026.
  • FAS Wealth Partners bought 2,172 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $306K.
  • State Street Technology Select Sector SPDR ETF made up 0.07% of FAS Wealth Partners's portfolio in Q1 2026, its #160 holding.
  • FAS Wealth Partners first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2019 and has held it in 26 quarters since.
  • 2,403 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on FAS Wealth Partners's 13F filing for Q1 2026, filed 10 Jun 2026.