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

Focus Partners Wealth’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	$2.42B	Sell	12,703,573 -277,380	-2%	-$47.4M	2.48%	3
2026 Q1	$1.73B	Sell	12,980,953 -142,064	-1%	-$20M	1.92%	4
2025 Q4	$1.89B	Sell	13,123,017 -248,231	-2%	-$35.8M	2.15%	4
2025 Q3	$1.88B	Buy	13,371,248 +10,111,890	+310%	+$1.34B	3.04%	1
2025 Q2	$413M	Buy	3,259,358 +465,402	+17%	+$51.6M	0.89%	24
2025 Q1	$288M	Buy	2,793,956 +176,226	+7%	+$20M	0.72%	29
2024 Q4	$304M	Buy	2,617,730 +486,326	+23%	+$56.6M	0.79%	23
2024 Q3	$240M	Sell	2,131,404 -30,558	-1%	-$3.35M	0.77%	22
2024 Q2	$245M	Buy	2,161,962 +1,564,156	+262%	+$165M	0.82%	22
2024 Q1	$62.3M	Buy	597,806 +303,400	+103%	+$30.7M	0.51%	43
2023 Q4	$28.3M	Buy	+294,406	New	+$26.2M	0.37%	71

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Focus Partners Wealth's XLK Position: Q2 2026 in Review

Focus Partners Wealth reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 2.1% in Q2 2026, selling an estimated $47.4M and leaving 12,703,573 shares worth $2.42B. The position accounts for 2.48% of the portfolio, ranked #3.

Focus Partners Wealth first reported a position in XLK in Q4 2023 and has held it in 11 quarters since. 2,659 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Focus Partners Wealth held 12,703,573 shares of State Street Technology Select Sector SPDR ETF worth $2.42B as of Q2 2026.
Focus Partners Wealth sold 277,380 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $47.4M.
State Street Technology Select Sector SPDR ETF made up 2.48% of Focus Partners Wealth's portfolio in Q2 2026, its #3 holding.
Focus Partners Wealth first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
2,659 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.