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

Precedent 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	$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

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