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

LeClair 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	–	Sell	-5,946	Closed	-$856K	–	200
2025 Q4	$856K	Hold	5,946	–	–	0.5%	39
2025 Q3	$838K	Sell	5,946 -256	-4%	-$33.9K	0.52%	35
2025 Q2	$785K	Sell	6,202 -138	-2%	-$15.3K	0.53%	35
2025 Q1	$655K	Hold	6,340	–	–	0.47%	44
2024 Q4	$737K	Buy	+6,340	New	+$738K	0.49%	45

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

LeClair Wealth Partners's XLK Position: Q1 2026 in Review

LeClair Wealth Partners sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q1 2026, closing a stake of 5,946 shares — an estimated $856K sold.

LeClair Wealth Partners first reported a position in XLK in Q4 2024 and held it in 5 quarters. The position peaked at $856K in Q4 2025. 2,402 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

LeClair Wealth Partners reported no remaining State Street Technology Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
LeClair Wealth Partners sold 5,946 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $856K.
LeClair Wealth Partners first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2024 and held it in 5 quarters.
LeClair Wealth Partners's State Street Technology Select Sector SPDR ETF position peaked at $856K in Q4 2025.
2,402 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on LeClair Wealth Partners's 13F filing for Q1 2026, filed 5 May 2026.