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 Q2	$4.47M	Sell	23,437 -3,167	-12%	-$541K	0.04%	213
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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Focus Partners Advisor Solutions's XLK Position: Q2 2026 in Review

Focus Partners Advisor Solutions reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 12% in Q2 2026, selling an estimated $541K and leaving 23,437 shares worth $4.47M. The position accounts for 0.04% of the portfolio, ranked #213.

Focus Partners Advisor Solutions first reported a position in XLK in Q1 2022 and has held it in 18 quarters since. 2,662 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Focus Partners Advisor Solutions held 23,437 shares of State Street Technology Select Sector SPDR ETF worth $4.47M as of Q2 2026.
Focus Partners Advisor Solutions sold 3,167 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $541K.
State Street Technology Select Sector SPDR ETF made up 0.04% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #213 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 18 quarters since.
2,662 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.