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

Perfromance 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	$692K	Buy	5,204 +283	+6%	+$39.9K	0.02%	101
2025 Q4	$709K	Sell	4,921 -1	-0%	-$144	0.02%	97
2025 Q3	$694K	Buy	4,922 +40	+0.8%	+$5.3K	0.02%	96
2025 Q2	$618K	Sell	4,882 -380	-7%	-$42.2K	0.02%	91
2025 Q1	$543K	Sell	5,262 -236	-4%	-$26.8K	0.02%	88
2024 Q4	$639K	Sell	5,498 -82	-1%	-$9.54K	0.02%	86
2024 Q3	$630K	Buy	5,580 +2,050	+58%	+$225K	0.02%	87
2024 Q2	$399K	Hold	3,530	–	–	0.01%	98
2024 Q1	$368K	Hold	3,530	–	–	0.02%	110
2023 Q4	$340K	Hold	3,530	–	–	0.01%	123
2023 Q3	$289K	Hold	3,530	–	–	0.01%	138
2023 Q2	$304K	Hold	3,530	–	–	0.01%	142
2023 Q1	$267K	Hold	3,530	–	–	0.01%	152
2022 Q4	$220K	Sell	3,530 -130	-4%	-$8.26K	0.01%	152
2022 Q3	$217K	Hold	3,660	–	–	0.01%	147
2022 Q2	$233K	Hold	3,660	–	–	0.01%	146
2022 Q1	$291K	Buy	3,660 +1,030	+39%	+$80.9K	0.01%	139
2021 Q4	$229K	Buy	+2,630	New	+$217K	0.01%	166

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

Perfromance Wealth Partners's XLK Position: Q1 2026 in Review

Perfromance Wealth Partners increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 5.8% in Q1 2026, buying an estimated $39.9K and bringing the position to 5,204 shares worth $692K. The position accounts for 0.02% of the portfolio, ranked #101.

Perfromance Wealth Partners first reported a position in XLK in Q4 2021 and has held it in 18 quarters since. The position peaked at $709K in Q4 2025. 2,400 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Perfromance Wealth Partners held 5,204 shares of State Street Technology Select Sector SPDR ETF worth $692K as of Q1 2026.
Perfromance Wealth Partners bought 283 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $39.9K.
State Street Technology Select Sector SPDR ETF made up 0.02% of Perfromance Wealth Partners's portfolio in Q1 2026, its #101 holding.
Perfromance 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.
Perfromance Wealth Partners's State Street Technology Select Sector SPDR ETF position peaked at $709K 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 Perfromance Wealth Partners's 13F filing for Q1 2026, filed 10 Apr 2026.