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

Platform Technology 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	$698K	Sell	5,255 -6	-0.1%	-$845	0.13%	137
2025 Q4	$757K	Buy	5,261 +77	+1%	+$11.1K	0.16%	122
2025 Q3	$731K	Buy	5,184 +2	+0%	+$265	0.18%	117
2025 Q2	$656K	Buy	5,182 +862	+20%	+$95.7K	0.17%	122
2025 Q1	$446K	Buy	+4,320	New	+$490K	0.13%	145

Other funds holding XLK

Bank of America

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

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

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

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