Premier Path 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
$26.2M Sell
137,353
-43,602
-24% -$7.45M 3.01% 4
2026
Q1
$24M Sell
180,955
-23,698
-12% -$3.34M 3.13% 4
2025
Q4
$29.5M Sell
204,653
-22,995
-10% -$3.32M 3.8% 2
2025
Q3
$32.1M Sell
227,648
-8,070
-3% -$1.07M 4.13% 2
2025
Q2
$29.8M Sell
235,718
-6,680
-3% -$741K 4.15% 1
2025
Q1
$25M Buy
242,398
+5,652
+2% +$641K 3.89% 2
2024
Q4
$27.5M Buy
236,746
+4,192
+2% +$488K 4.19% 2
2024
Q3
$26.3M Buy
232,554
+31,558
+16% +$3.46M 4.14% 2
2024
Q2
$22.7M Buy
200,996
+4,438
+2% +$467K 3.87% 3
2024
Q1
$20.5M Buy
196,558
+33,256
+20% +$3.36M 3.85% 3
2023
Q4
$16M Buy
+163,302
New +$14.5M 3.53% 3

Other funds holding XLK

Premier Path Wealth Partners's XLK Position: Q2 2026 in Review

Premier Path Wealth Partners reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 24% in Q2 2026, selling an estimated $7.45M and leaving 137,353 shares worth $26.2M. The position accounts for 3.01% of the portfolio, ranked #4.

Premier Path Wealth Partners first reported a position in XLK in Q4 2023 and has held it in 11 quarters since. The position peaked at $32.1M in Q3 2025. 2,659 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Premier Path Wealth Partners held 137,353 shares of State Street Technology Select Sector SPDR ETF worth $26.2M as of Q2 2026.
  • Premier Path Wealth Partners sold 43,602 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $7.45M.
  • State Street Technology Select Sector SPDR ETF made up 3.01% of Premier Path Wealth Partners's portfolio in Q2 2026, its #4 holding.
  • Premier Path 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.
  • Premier Path Wealth Partners's State Street Technology Select Sector SPDR ETF position peaked at $32.1M in Q3 2025.
  • 2,659 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

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