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

Philadelphia Investment 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 		$16.1K Hold
84
– – 0.01% 127
2026
Q1 		$11.2K Buy
+84
New +$11.8K 0.01% 129

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Philadelphia Investment Partners's XLK Position: Q2 2026 in Review

Philadelphia Investment Partners held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 84 shares worth $16.1K. The position accounts for 0.01% of the portfolio, ranked #127.

Philadelphia Investment Partners first reported a position in XLK in Q1 2026 and has held it in 2 quarters since. 2,644 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Philadelphia Investment Partners held 84 shares of State Street Technology Select Sector SPDR ETF worth $16.1K as of Q2 2026.
  • Philadelphia Investment Partners left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Technology Select Sector SPDR ETF made up 0.01% of Philadelphia Investment Partners's portfolio in Q2 2026, its #127 holding.
  • Philadelphia Investment Partners first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
  • 2,644 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

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