Impact Partnership Wealth’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Impact Partnership Wealth’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	$9.38M	Buy	49,230 +27,441	+126%	+$4.69M	0.91%	20
2026 Q1	$2.9M	Buy	21,789 +17,426	+399%	+$2.46M	0.36%	35
2025 Q4	$628K	Buy	4,363 +1,391	+47%	+$201K	0.08%	164
2025 Q3	$419K	Buy	2,972 +716	+32%	+$94.8K	0.06%	186
2025 Q2	$286K	Buy	2,256 +248	+12%	+$27.5K	0.05%	222
2025 Q1	$207K	Sell	2,008 -1,546	-44%	-$175K	0.04%	236
2024 Q4	$413K	Buy	3,554 +646	+22%	+$75.2K	0.08%	156
2024 Q3	$328K	Sell	2,908 -434	-13%	-$47.6K	0.07%	158
2024 Q2	$378K	Buy	3,342 +2,400	+255%	+$253K	0.1%	141
2024 Q1	$98.1K	Hold	942	–	–	0.04%	260
2023 Q4	$90.7K	Sell	942 -540	-36%	-$48.1K	0.03%	266
2023 Q3	$121K	Buy	1,482 +206	+16%	+$17.7K	0.04%	281
2023 Q2	$111K	Buy	+1,276	New	+$101K	0.04%	173

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

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Impact Partnership Wealth's XLK Position: Q2 2026 in Review

Impact Partnership Wealth increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 126% in Q2 2026, buying an estimated $4.69M and bringing the position to 49,230 shares worth $9.38M. The position accounts for 0.91% of the portfolio, ranked #20.

Impact Partnership Wealth first reported a position in XLK in Q2 2023 and has held it in 13 quarters since. 2,669 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Impact Partnership Wealth held 49,230 shares of State Street Technology Select Sector SPDR ETF worth $9.38M as of Q2 2026.
Impact Partnership Wealth bought 27,441 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $4.69M.
State Street Technology Select Sector SPDR ETF made up 0.91% of Impact Partnership Wealth's portfolio in Q2 2026, its #20 holding.
Impact Partnership Wealth first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2023 and has held it in 13 quarters since.
2,669 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.