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

Narus Financial 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 		$9.14M Buy
68,789
+3,495
+5% +$493K 2.4% 3
2025
Q4 		$9.4M Sell
65,294
-948
-1% -$137K 2.59% 3
2025
Q3 		$9.34M Buy
66,242
+5,016
+8% +$664K 2.55% 3
2025
Q2 		$7.75M Buy
61,226
+8,324
+16% +$924K 2.42% 3
2025
Q1 		$5.46M Buy
52,902
+7,372
+16% +$836K 1.86% 4
2024
Q4 		$5.29M Buy
45,530
+4,916
+12% +$572K 1.79% 3
2024
Q3 		$4.58M Sell
40,614
-3,848
-9% -$422K 1.64% 4
2024
Q2 		$5.03M Sell
44,462
-472
-1% -$49.7K 2.03% 2
2024
Q1 		$4.68M Buy
44,934
+4,050
+10% +$410K 2% 2
2023
Q4 		$3.93M Buy
40,884
+700
+2% +$62.3K 1.9% 6
2023
Q3 		$3.29M Buy
40,184
+334
+0.8% +$28.6K 1.69% 5
2023
Q2 		$3.46M Buy
39,850
+312
+0.8% +$24.6K 1.79% 5
2023
Q1 		$2.99M Buy
39,538
+114
+0.3% +$7.84K 1.62% 8
2022
Q4 		$2.45M Sell
39,424
-2,254
-5% -$143K 1.42% 10
2022
Q3 		$2.48M Sell
41,678
-1,394
-3% -$95.1K 1.57% 9
2022
Q2 		$2.74M Sell
43,072
-7,762
-15% -$541K 1.74% 9
2022
Q1 		$4.04M Buy
+50,834
New +$3.99M 2.26% 4
2021
Q1 		$2.06M Buy
+31,094
New +$2.05M 1.23% 12
2019
Q4 		$1.33M Sell
28,990
-2,286
-7% -$97.9K 0.93% 11
2019
Q3 		$1.26M Sell
31,276
-1,872
-6% -$74.9K 0.92% 10
2019
Q2 		$1.29M Buy
+33,148
New +$1.26M 1% 10
2017
Q3 		$1.1M Sell
37,276
-10,164
-21% -$293K 0.97% 12
2017
Q2 		$1.3M Buy
47,440
+896
+2% +$24.7K 1.2% 7
2017
Q1 		$1.24M Buy
46,544
+648
+1% +$16.7K 1.2% 8
2016
Q4 		$1.11M Buy
+45,896
New +$1.1M 1.17% 8

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 $530B 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 $377B 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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Narus Financial Partners's XLK Position: Q1 2026 in Review

Narus Financial Partners increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 5.4% in Q1 2026, buying an estimated $493K and bringing the position to 68,789 shares worth $9.14M. The position accounts for 2.4% of the portfolio, ranked #3.

Narus Financial Partners first reported a position in XLK in Q4 2016 and has held it in 25 quarters since. The position peaked at $9.4M in Q4 2025. 2,400 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

  • Narus Financial Partners held 68,789 shares of State Street Technology Select Sector SPDR ETF worth $9.14M as of Q1 2026.
  • Narus Financial Partners bought 3,495 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $493K.
  • State Street Technology Select Sector SPDR ETF made up 2.4% of Narus Financial Partners's portfolio in Q1 2026, its #3 holding.
  • Narus Financial Partners first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2016 and has held it in 25 quarters since.
  • Narus Financial Partners's State Street Technology Select Sector SPDR ETF position peaked at $9.4M in Q4 2025.
  • 2,400 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Narus Financial Partners's 13F filing for Q1 2026, filed 21 Apr 2026.