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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$576K Buy
3,021
+1,181
+64% +$202K 0.1% 136
2026
Q1
$245K Sell
1,840
-82
-4% -$11.6K 0.05% 158
2025
Q4
$277K Buy
1,922
+42
+2% +$6.07K 0.06% 156
2025
Q3
$265K Buy
1,880
+40
+2% +$5.3K 0.06% 153
2025
Q2
$233K Sell
1,840
-1,840
-50% -$204K 0.06% 161
2025
Q1
$380K Hold
3,680
0.11% 130
2024
Q4
$428K Hold
3,680
0.14% 121
2024
Q3
$415K Hold
3,680
0.14% 113
2024
Q2
$416K Hold
3,680
0.17% 106
2024
Q1
$383K Hold
3,680
0.16% 109
2023
Q4
$354K Buy
+3,680
New +$328K 0.18% 101

Other funds holding XLK

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

Precedent Wealth Partners increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 64% in Q2 2026, buying an estimated $202K and bringing the position to 3,021 shares worth $576K. The position accounts for 0.1% of the portfolio, ranked #136.

Precedent Wealth Partners first reported a position in XLK in Q4 2023 and has held it in 11 quarters since. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Precedent Wealth Partners held 3,021 shares of State Street Technology Select Sector SPDR ETF worth $576K as of Q2 2026.
  • Precedent Wealth Partners bought 1,181 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $202K.
  • State Street Technology Select Sector SPDR ETF made up 0.1% of Precedent Wealth Partners's portfolio in Q2 2026, its #136 holding.
  • Precedent Wealth Partners first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Precedent Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.