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
Q3
– Sell
-3,021
Closed -$576K – 235
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: Q3 2026 in Review

Precedent Wealth Partners sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q3 2026, closing a stake of 3,021 shares — an estimated $576K sold.

Precedent Wealth Partners first reported a position in XLK in Q4 2023 and held it in 11 quarters. The position peaked at $576K in Q2 2026. 2,191 funds tracked by Wall St. Rank hold XLK as of Q3 2026.

  • Precedent Wealth Partners reported no remaining State Street Technology Select Sector SPDR ETF position as of Q3 2026 after selling out during the quarter.
  • Precedent Wealth Partners sold 3,021 State Street Technology Select Sector SPDR ETF shares in Q3 2026, an estimated $576K.
  • Precedent Wealth Partners first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2023 and held it in 11 quarters.
  • Precedent Wealth Partners's State Street Technology Select Sector SPDR ETF position peaked at $576K in Q2 2026.
  • 2,191 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.

Based on Precedent Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.