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

&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	$83.3M	Sell	437,082 -3,824	-0.9%	-$653K	0.34%	56
2026 Q1	$58.6M	Buy	440,906 +34,106	+8%	+$4.81M	0.29%	75
2025 Q4	$58.6M	Buy	406,800 +44,228	+12%	+$6.39M	0.31%	65
2025 Q3	$51.1M	Buy	362,572 +42,724	+13%	+$5.66M	0.33%	61
2025 Q2	$40.5M	Buy	319,848 +31,808	+11%	+$3.53M	0.31%	68
2025 Q1	$29.8M	Buy	288,040 +30,964	+12%	+$3.51M	0.32%	66
2024 Q4	$30.3M	Buy	257,076 +136,788	+114%	+$15.9M	0.36%	59
2024 Q3	$13.6M	Buy	120,288 +51,022	+74%	+$5.6M	0.26%	87
2024 Q2	$7.8M	Buy	69,266 +65,112	+1,567%	+$6.86M	0.34%	72
2024 Q1	$433K	Buy	4,154 +556	+15%	+$56.2K	0.06%	297
2023 Q4	$345K	Buy	3,598 +80	+2%	+$7.12K	0.08%	189
2023 Q3	$288K	Hold	3,518	–	–	0.13%	126
2023 Q2	$306K	Buy	+3,518	New	+$277K	0.14%	125
2021 Q4	–	Sell	-5,504	Closed	-$411K	–	190
2021 Q3	$411K	Buy	5,504 +680	+14%	+$52.5K	0.26%	88
2021 Q2	$356K	Buy	+4,824	New	+$338K	0.23%	100

Other funds holding XLK

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

&Partners's XLK Position: Q2 2026 in Review

&Partners reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.87% in Q2 2026, selling an estimated $653K and leaving 437,082 shares worth $83.3M. The position accounts for 0.34% of the portfolio, ranked #56.

&Partners first reported a position in XLK in Q2 2021 and has held it in 15 quarters since. 2,654 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

&Partners held 437,082 shares of State Street Technology Select Sector SPDR ETF worth $83.3M as of Q2 2026.
&Partners sold 3,824 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $653K.
State Street Technology Select Sector SPDR ETF made up 0.34% of &Partners's portfolio in Q2 2026, its #56 holding.
&Partners first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2021 and has held it in 15 quarters since.
2,654 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.