Focus Partners Advisor Solutions’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Focus Partners Advisor Solutions’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	$3.54M	Buy	26,604 +2,432	+10%	+$343K	0.04%	233
2025 Q4	$3.48M	Buy	24,172 +9,420	+64%	+$1.36M	0.04%	207
2025 Q3	$2.09M	Sell	14,752 -5,242	-26%	-$694K	0.02%	327
2025 Q2	$2.53M	Sell	19,994 -3,550	-15%	-$394K	0.03%	240
2025 Q1	$2.43M	Buy	23,544 +1,044	+5%	+$118K	0.04%	229
2024 Q4	$2.62M	Buy	22,500 +5,220	+30%	+$607K	0.04%	184
2024 Q3	$1.95M	Sell	17,280 -4	-0%	-$439	0.04%	201
2024 Q2	$1.96M	Buy	17,284 +96	+0.6%	+$10.1K	0.05%	172
2024 Q1	$1.79M	Buy	17,188 +11,902	+225%	+$1.2M	0.05%	169
2023 Q4	$509K	Sell	5,286 -2,042	-28%	-$182K	0.02%	253
2023 Q3	$601K	Buy	7,328 +1,654	+29%	+$142K	0.03%	226
2023 Q2	$493K	Sell	5,674 -426	-7%	-$33.6K	0.03%	222
2023 Q1	$461K	Buy	6,100 +1,320	+28%	+$90.8K	0.03%	210
2022 Q4	$297K	Buy	4,780 +166	+4%	+$10.5K	0.02%	267
2022 Q3	$274K	Buy	4,614 +572	+14%	+$39K	0.02%	321
2022 Q2	$257K	Buy	4,042 +378	+10%	+$26.3K	0.02%	281
2022 Q1	$291K	Buy	+3,664	New	+$288K	0.03%	248

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

Focus Partners Advisor Solutions's XLK Position: Q1 2026 in Review

Focus Partners Advisor Solutions increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 10% in Q1 2026, buying an estimated $343K and bringing the position to 26,604 shares worth $3.54M. The position accounts for 0.04% of the portfolio, ranked #233.

Focus Partners Advisor Solutions first reported a position in XLK in Q1 2022 and has held it in 17 quarters since. 2,402 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Focus Partners Advisor Solutions held 26,604 shares of State Street Technology Select Sector SPDR ETF worth $3.54M as of Q1 2026.
Focus Partners Advisor Solutions bought 2,432 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $343K.
State Street Technology Select Sector SPDR ETF made up 0.04% of Focus Partners Advisor Solutions's portfolio in Q1 2026, its #233 holding.
Focus Partners Advisor Solutions first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2022 and has held it in 17 quarters since.
2,402 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q1 2026, filed 13 May 2026.