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

Geneva 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	$570K	Sell	2,990 -74	-2%	-$12.6K	0.15%	60
2026 Q1	$407K	Sell	3,064 -202	-6%	-$28.5K	0.2%	54
2025 Q4	$470K	Buy	3,266 +46	+1%	+$6.64K	0.17%	55
2025 Q3	$454K	Sell	3,220 -34	-1%	-$4.5K	0.17%	59
2025 Q2	$412K	Buy	3,254 +46	+1%	+$5.11K	0.16%	61
2025 Q1	$331K	Sell	3,208 -90	-3%	-$10.2K	0.17%	52
2024 Q4	$383K	Sell	3,298 -46	-1%	-$5.35K	0.16%	62
2024 Q3	$377K	Buy	3,344 +46	+1%	+$5.05K	0.16%	61
2024 Q2	$373K	Buy	3,298 +18	+0.5%	+$1.9K	0.15%	58
2024 Q1	$342K	Buy	3,280 +112	+4%	+$11.3K	0.15%	63
2023 Q4	$305K	Buy	3,168 +36	+1%	+$3.21K	0.17%	67
2023 Q3	$257K	Sell	3,132 -12	-0.4%	-$1.03K	0.17%	59
2023 Q2	$273K	Buy	+3,144	New	+$248K	0.18%	67
2022 Q2	–	Sell	-3,040	Closed	-$242K	–	78
2022 Q1	$242K	Sell	3,040 -222	-7%	-$17.4K	0.15%	71
2021 Q4	$284K	Buy	3,262 +4	+0.1%	+$329	0.13%	87
2021 Q3	$243K	Buy	3,258 +330	+11%	+$25.5K	0.12%	79
2021 Q2	$216K	Buy	+2,928	New	+$205K	0.1%	92
2021 Q1	–	Sell	-3,316	Closed	-$216K	–	105
2020 Q4	$216K	Buy	+3,316	New	+$202K	0.11%	92

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

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

Geneva Partners's XLK Position: Q2 2026 in Review

Geneva Partners reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 2.4% in Q2 2026, selling an estimated $12.6K and leaving 2,990 shares worth $570K. The position accounts for 0.15% of the portfolio, ranked #60.

Geneva Partners first reported a position in XLK in Q4 2020 and has held it in 18 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Geneva Partners held 2,990 shares of State Street Technology Select Sector SPDR ETF worth $570K as of Q2 2026.
Geneva Partners sold 74 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $12.6K.
State Street Technology Select Sector SPDR ETF made up 0.15% of Geneva Partners's portfolio in Q2 2026, its #60 holding.
Geneva Partners first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2020 and has held it in 18 quarters since.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Geneva Partners's 13F filing for Q2 2026, filed 10 Aug 2026.