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

Paragon 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	$2.29M	Buy	15,466 +60	+0.4%	+$8.46K	1.3%	17
2025 Q4	$2.22M	Buy	15,406 +2	+0%	+$289	1.36%	15
2025 Q3	$2.17M	Buy	15,404 +6	+0%	+$795	1.37%	15
2025 Q2	$1.95M	Buy	15,398 +6	+0%	+$666	1.33%	15
2025 Q1	$1.59M	Buy	15,392 +152	+1%	+$17.2K	1.24%	16
2024 Q4	$1.77M	Sell	15,240 -976	-6%	-$114K	1.33%	15
2024 Q3	$1.83M	Buy	16,216 +10,002	+161%	+$1.1M	1.34%	15
2024 Q2	$703K	Buy	6,214 +2	+0%	+$211	0.55%	32
2024 Q1	$647K	Buy	6,212 +676	+12%	+$68.4K	0.53%	35
2023 Q4	$533K	Sell	5,536 -198	-3%	-$17.6K	0.51%	32
2023 Q3	$470K	Sell	5,734 -198	-3%	-$17K	0.49%	37
2023 Q2	$516K	Buy	5,932 +2	+0%	+$158	0.49%	37
2023 Q1	$448K	Sell	5,930 -198	-3%	-$13.6K	0.47%	40
2022 Q4	$381K	Sell	6,128 -652	-10%	-$41.4K	0.42%	48
2022 Q3	$403K	Sell	6,780 -396	-6%	-$27K	0.45%	39
2022 Q2	$456K	Sell	7,176 -198	-3%	-$13.8K	0.47%	40
2022 Q1	$586K	Buy	7,374 +30	+0.4%	+$2.35K	0.51%	35
2021 Q4	$638K	Buy	+7,344	New	+$605K	0.52%	36

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

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

Paragon Financial Partners increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.39% in Q1 2026, buying an estimated $8.46K and bringing the position to 15,466 shares worth $2.29M. The position accounts for 1.3% of the portfolio, ranked #17.

Paragon Financial Partners first reported a position in XLK in Q4 2021 and has held it in 18 quarters since. 2,406 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Paragon Financial Partners held 15,466 shares of State Street Technology Select Sector SPDR ETF worth $2.29M as of Q1 2026.
Paragon Financial Partners bought 60 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $8.46K.
State Street Technology Select Sector SPDR ETF made up 1.3% of Paragon Financial Partners's portfolio in Q1 2026, its #17 holding.
Paragon Financial Partners first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and has held it in 18 quarters since.
2,406 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Paragon Financial Partners's 13F filing for Q1 2026, filed 17 Apr 2026.