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

Heritage 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
2025 Q1	$699K	Buy	6,770 +650	+11%	+$73.7K	1.07%	25
2024 Q4	$712K	Buy	6,120 +190	+3%	+$22.1K	0.89%	29
2024 Q3	$669K	Buy	5,930 +1,240	+26%	+$136K	0.79%	33
2024 Q2	$530K	Buy	4,690 +1,114	+31%	+$117K	0.77%	32
2024 Q1	$344K	Hold	3,576	–	–	0.7%	27
2023 Q4	$344K	Sell	3,576 -24	-0.7%	-$2.14K	0.7%	27
2023 Q3	$295K	Buy	3,600 +74	+2%	+$6.35K	0.63%	27
2023 Q2	$307K	Buy	+3,526	New	+$278K	0.18%	56
2023 Q1	–	Sell	-4,126	Closed	-$270K	–	55
2022 Q4	$270K	Buy	+4,126	New	+$262K	0.25%	38

Other funds holding XLK

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Heritage Wealth Partners's XLK Position: Q1 2025 in Review

Heritage Wealth Partners increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 11% in Q1 2025, buying an estimated $73.7K and bringing the position to 6,770 shares worth $699K. The position accounts for 1.07% of the portfolio, ranked #25.

Heritage Wealth Partners first reported a position in XLK in Q4 2022 and has held it in 9 quarters since. The position peaked at $712K in Q4 2024. 2,136 funds tracked by Wall St. Rank hold XLK as of Q1 2025.

Heritage Wealth Partners held 6,770 shares of State Street Technology Select Sector SPDR ETF worth $699K as of Q1 2025.
Heritage Wealth Partners bought 650 State Street Technology Select Sector SPDR ETF shares in Q1 2025, an estimated $73.7K.
State Street Technology Select Sector SPDR ETF made up 1.07% of Heritage Wealth Partners's portfolio in Q1 2025, its #25 holding.
Heritage Wealth Partners first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2022 and has held it in 9 quarters since.
Heritage Wealth Partners's State Street Technology Select Sector SPDR ETF position peaked at $712K in Q4 2024.
2,136 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2025.

Based on Heritage Wealth Partners's 13F filing for Q1 2025, filed 14 May 2025.