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XLK icon

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

Moment 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
Q2 		$67.8M Sell
355,723
-6,461
-2% -$1.1M 12.21% 3
2026
Q1 		$48.1M Sell
362,184
-903
-0.2% -$127K 8.59% 4
2025
Q4 		$52.3M Sell
363,087
-3,011
-0.8% -$435K 10.76% 4
2025
Q3 		$51.6M Sell
366,098
-3,578
-1% -$474K 9.12% 4
2025
Q2 		$46.8M Sell
369,676
-8,370
-2% -$929K 8.78% 4
2025
Q1 		$39M Sell
378,046
-2,864
-0.8% -$325K 7.73% 4
2024
Q4 		$44.3M Buy
+380,910
New +$44.3M 8.44% 4

Other funds holding XLK

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

Moment Partners's XLK Position: Q2 2026 in Review

Moment Partners reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 1.8% in Q2 2026, selling an estimated $1.1M and leaving 355,723 shares worth $67.8M. The position accounts for 12.21% of the portfolio, ranked #3.

Moment Partners first reported a position in XLK in Q4 2024 and has held it in 7 quarters since. 1,377 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Moment Partners held 355,723 shares of State Street Technology Select Sector SPDR ETF worth $67.8M as of Q2 2026.
  • Moment Partners sold 6,461 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $1.1M.
  • State Street Technology Select Sector SPDR ETF made up 12.21% of Moment Partners's portfolio in Q2 2026, its #3 holding.
  • Moment Partners first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,377 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Moment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.