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

Golden State Equity 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 Q1	$3.62M	Buy	27,200 +7,545	+38%	+$1.06M	0.27%	76
2025 Q4	$2.83M	Buy	19,655 +12,535	+176%	+$1.81M	0.46%	37
2025 Q3	$1M	Sell	7,120 -352	-5%	-$46.6K	0.17%	148
2025 Q2	$946K	Buy	7,472 +480	+7%	+$53.3K	0.18%	147
2025 Q1	$722K	Sell	6,992 -484	-6%	-$54.9K	0.14%	178
2024 Q4	$869K	Buy	7,476 +5,354	+252%	+$623K	0.17%	153
2024 Q3	$240K	Sell	2,122 -4,496	-68%	-$494K	0.13%	157
2024 Q2	$749K	Buy	+6,618	New	+$697K	0.16%	148
2023 Q4	$708K	Buy	7,362 +652	+10%	+$58K	0.17%	136
2023 Q3	$550K	Sell	6,710 -300	-4%	-$25.7K	0.15%	156
2023 Q2	$609K	Buy	7,010 +3,160	+82%	+$249K	0.17%	146
2023 Q1	$291K	Buy	+3,850	New	+$265K	0.16%	153

Other funds holding XLK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Golden State Equity Partners's XLK Position: Q1 2026 in Review

Golden State Equity Partners increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 38% in Q1 2026, buying an estimated $1.06M and bringing the position to 27,200 shares worth $3.62M. The position accounts for 0.27% of the portfolio, ranked #76.

Golden State Equity Partners first reported a position in XLK in Q1 2023 and has held it in 12 quarters since. 2,402 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Golden State Equity Partners held 27,200 shares of State Street Technology Select Sector SPDR ETF worth $3.62M as of Q1 2026.
Golden State Equity Partners bought 7,545 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $1.06M.
State Street Technology Select Sector SPDR ETF made up 0.27% of Golden State Equity Partners's portfolio in Q1 2026, its #76 holding.
Golden State Equity Partners first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2023 and has held it in 12 quarters since.
2,402 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.