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	$1.91M	Buy	+10,000	New	+$1.71M	﹤0.01%	1378
2026 Q1	–	Sell	-10,000	Closed	-$1.44M	–	2850
2025 Q4	$1.44M	Buy	+10,000	New	+$1.44M	﹤0.01%	1471
2025 Q2	–	Sell	-10,000	Closed	-$1.03M	–	2143
2025 Q1	$1.03M	Buy	+10,000	New	+$1.13M	﹤0.01%	1062

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.