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

Highline 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 Q1	$1.59K	Sell	12 -60	-83%	-$8.46K	﹤0.01%	1094
2025 Q4	$10.4K	Hold	72	–	–	﹤0.01%	395
2025 Q3	$10.1K	Hold	72	–	–	﹤0.01%	410
2025 Q2	$9.12K	Buy	72 +60	+500%	+$6.66K	﹤0.01%	347
2025 Q1	$1.24K	Hold	12	–	–	﹤0.01%	711
2024 Q4	$1.4K	Hold	12	–	–	﹤0.01%	491
2024 Q3	$1.35K	Hold	12	–	–	﹤0.01%	488
2024 Q2	$1.36K	Hold	12	–	–	﹤0.01%	433
2024 Q1	$1.25K	Hold	12	–	–	﹤0.01%	356
2023 Q4	$1.16K	Hold	12	–	–	﹤0.01%	332
2023 Q3	$984	Buy	+12	New	+$1.03K	﹤0.01%	314

Other funds holding XLK

Bank of America

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

Wells Fargo San Francisco, California $501B 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 $376B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return