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 Q2	$981K	Sell	5,147 -57	-1%	-$9.74K	0.02%	98
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

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

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

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

Perfromance Wealth Partners's XLK Position: Q2 2026 in Review

Perfromance Wealth Partners reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 1.1% in Q2 2026, selling an estimated $9.74K and leaving 5,147 shares worth $981K. The position accounts for 0.02% of the portfolio, ranked #98.

Perfromance Wealth Partners first reported a position in XLK in Q4 2021 and has held it in 19 quarters since. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Perfromance Wealth Partners held 5,147 shares of State Street Technology Select Sector SPDR ETF worth $981K as of Q2 2026.
Perfromance Wealth Partners sold 57 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $9.74K.
State Street Technology Select Sector SPDR ETF made up 0.02% of Perfromance Wealth Partners's portfolio in Q2 2026, its #98 holding.
Perfromance Wealth Partners first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Perfromance Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.