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

Gateway 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 		$5.4M Sell
28,318
-26,234
-48% -$4.48M 0.32% 83
2026
Q1 		$7.25M Buy
54,552
+24,617
+82% +$3.47M 0.28% 102
2025
Q4 		$4.31M Buy
29,935
+9,463
+46% +$1.37M 0.48% 55
2025
Q3 		$2.89M Sell
20,472
-10,918
-35% -$1.45M 0.39% 72
2025
Q2 		$3.97M Buy
31,390
+23,670
+307% +$2.63M 0.75% 40
2025
Q1 		$797K Buy
7,720
+4,036
+110% +$458K 0.18% 126
2024
Q4 		$428K Buy
3,684
+120
+3% +$14K 0.11% 184
2024
Q3 		$402K Buy
3,564
+48
+1% +$5.27K 0.11% 171
2024
Q2 		$398K Sell
3,516
-312
-8% -$32.9K 0.12% 169
2024
Q1 		$399K Buy
3,828
+1,334
+53% +$135K 0.14% 140
2023
Q4 		$240K Sell
2,494
-15,682
-86% -$1.4M 0.1% 185
2023
Q3 		$1.49M Buy
18,176
+870
+5% +$74.6K 0.27% 63
2023
Q2 		$1.5M Buy
17,306
+1,008
+6% +$79.5K 0.27% 62
2023
Q1 		$1.23M Buy
16,298
+2,172
+15% +$149K 0.19% 69
2022
Q4 		$879K Buy
+14,126
New +$897K 0.15% 72

Other funds holding XLK

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Gateway Wealth Partners reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 48% in Q2 2026, selling an estimated $4.48M and leaving 28,318 shares worth $5.4M. The position accounts for 0.32% of the portfolio, ranked #83.

Gateway Wealth Partners first reported a position in XLK in Q4 2022 and has held it in 15 quarters since. The position peaked at $7.25M in Q1 2026. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Gateway Wealth Partners held 28,318 shares of State Street Technology Select Sector SPDR ETF worth $5.4M as of Q2 2026.
  • Gateway Wealth Partners sold 26,234 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $4.48M.
  • State Street Technology Select Sector SPDR ETF made up 0.32% of Gateway Wealth Partners's portfolio in Q2 2026, its #83 holding.
  • Gateway Wealth Partners first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
  • Gateway Wealth Partners's State Street Technology Select Sector SPDR ETF position peaked at $7.25M in Q1 2026.
  • 2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.