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

Founders Grove 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 Q2	$13.4M	Sell	70,184 -2,714	-4%	-$464K	2.67%	9
2026 Q1	$9.69M	Sell	72,898 -468	-0.6%	-$65.9K	2.2%	12
2025 Q4	$10.6M	Sell	73,366 -268	-0.4%	-$38.7K	2.38%	10
2025 Q3	$10.4M	Sell	73,634 -2,566	-3%	-$340K	2.44%	9
2025 Q2	$9.65M	Sell	76,200 -3,096	-4%	-$344K	2.42%	10
2025 Q1	$8.19M	Buy	79,296 +2,746	+4%	+$311K	2.28%	11
2024 Q4	$8.9M	Buy	+76,550	New	+$8.91M	2.58%	10

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

Founders Grove Wealth Partners's XLK Position: Q2 2026 in Review

Founders Grove Wealth Partners reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 3.7% in Q2 2026, selling an estimated $464K and leaving 70,184 shares worth $13.4M. The position accounts for 2.67% of the portfolio, ranked #9.

Founders Grove Wealth Partners first reported a position in XLK in Q4 2024 and has held it in 7 quarters since. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Founders Grove Wealth Partners held 70,184 shares of State Street Technology Select Sector SPDR ETF worth $13.4M as of Q2 2026.
Founders Grove Wealth Partners sold 2,714 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $464K.
State Street Technology Select Sector SPDR ETF made up 2.67% of Founders Grove Wealth Partners's portfolio in Q2 2026, its #9 holding.
Founders Grove Wealth Partners first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Founders Grove Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.