HWP
XLK icon

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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return