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

Oak Harbor 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	$235K	Sell	1,772 -47	-3%	-$6.62K	0.06%	179
2025 Q4	$262K	Sell	1,819 -39	-2%	-$5.63K	0.06%	177
2025 Q3	$262K	Buy	1,858 +272	+17%	+$36K	0.06%	177
2025 Q2	$201K	Sell	1,586 -342	-18%	-$38K	0.05%	190
2025 Q1	$199K	Buy	1,928 +28	+1%	+$3.17K	0.06%	195
2024 Q4	$221K	Hold	1,900	–	–	0.06%	161
2024 Q3	$214K	Hold	1,900	–	–	0.06%	163
2024 Q2	$215K	Hold	1,900	–	–	0.07%	156
2024 Q1	$198K	Sell	1,900 -100	-5%	-$10.1K	0.06%	170
2023 Q4	$192K	Hold	2,000	–	–	0.06%	167
2023 Q3	$164K	Hold	2,000	–	–	0.06%	170
2023 Q2	$174K	Hold	2,000	–	–	0.06%	170
2023 Q1	$151K	Hold	2,000	–	–	0.05%	169
2022 Q4	$124K	Hold	2,000	–	–	0.05%	166
2022 Q3	$119K	Hold	2,000	–	–	0.05%	154
2022 Q2	$127K	Hold	2,000	–	–	0.05%	154
2022 Q1	$159K	Sell	2,000 -606	-23%	-$47.6K	0.05%	168
2021 Q4	$227K	Buy	+2,606	New	+$215K	0.08%	156

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

Oak Harbor Wealth Partners's XLK Position: Q1 2026 in Review

Oak Harbor Wealth Partners reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 2.6% in Q1 2026, selling an estimated $6.62K and leaving 1,772 shares worth $235K. The position accounts for 0.06% of the portfolio, ranked #179.

Oak Harbor Wealth Partners first reported a position in XLK in Q4 2021 and has held it in 18 quarters since. The position peaked at $262K in Q4 2025. 2,401 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Oak Harbor Wealth Partners held 1,772 shares of State Street Technology Select Sector SPDR ETF worth $235K as of Q1 2026.
Oak Harbor Wealth Partners sold 47 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $6.62K.
State Street Technology Select Sector SPDR ETF made up 0.06% of Oak Harbor Wealth Partners's portfolio in Q1 2026, its #179 holding.
Oak Harbor Wealth Partners first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and has held it in 18 quarters since.
Oak Harbor Wealth Partners's State Street Technology Select Sector SPDR ETF position peaked at $262K in Q4 2025.
2,401 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.