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

Principle 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
Q2 		$3.69M Buy
19,381
+132
+0.7% +$22.6K 0.18% 102
2026
Q1 		$2.56M Sell
19,249
-192
-1% -$27.1K 0.15% 113
2025
Q4 		$2.8M Sell
19,441
-1,499
-7% -$216K 0.16% 112
2025
Q3 		$2.95M Buy
20,940
+3,934
+23% +$521K 0.17% 100
2025
Q2 		$2.15M Buy
17,006
+52
+0.3% +$5.77K 0.13% 115
2025
Q1 		$1.75M Sell
16,954
-104
-0.6% -$11.8K 0.13% 126
2024
Q4 		$1.98M Buy
17,058
+112
+0.7% +$13K 0.14% 119
2024
Q3 		$1.91M Hold
16,946
– – 0.14% 123
2024
Q2 		$1.92M Sell
16,946
-80
-0.5% -$8.42K 0.15% 123
2024
Q1 		$1.77M Buy
17,026
+100
+0.6% +$10.1K 0.14% 127
2023
Q4 		$1.63M Buy
16,926
+712
+4% +$63.4K 0.14% 125
2023
Q3 		$1.33M Buy
16,214
+2
+0% +$172 0.13% 130
2023
Q2 		$1.41M Sell
16,212
-2
-0% -$158 0.14% 119
2023
Q1 		$1.22M Hold
16,214
– – 0.13% 122
2022
Q4 		$1.01M Buy
16,214
+1,650
+11% +$105K 0.11% 129
2022
Q3 		$865K Sell
14,564
-450
-3% -$30.7K 0.08% 135
2022
Q2 		$954K Hold
15,014
– – 0.11% 138
2022
Q1 		$1.19M Sell
15,014
-1,196
-7% -$93.9K 0.13% 123
2021
Q4 		$1.41M Sell
16,210
-6,180
-28% -$509K 0.15% 114
2021
Q3 		$1.67M Sell
22,390
-630
-3% -$48.6K 0.19% 99
2021
Q2 		$1.7M Sell
23,020
-1,048
-4% -$73.4K 0.19% 98
2021
Q1 		$1.6M Sell
24,068
-392
-2% -$25.9K 0.19% 99
2020
Q4 		$1.59M Buy
+24,460
New +$1.49M 0.21% 92
2020
Q3 		– Sell
-420
Closed -$22K – 440
2020
Q2 		$22K Buy
+420
New +$19.8K 0.01% 349

Other funds holding XLK

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Principle Wealth Partners increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.69% in Q2 2026, buying an estimated $22.6K and bringing the position to 19,381 shares worth $3.69M. The position accounts for 0.18% of the portfolio, ranked #102.

Principle Wealth Partners first reported a position in XLK in Q2 2020 and has held it in 24 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Principle Wealth Partners held 19,381 shares of State Street Technology Select Sector SPDR ETF worth $3.69M as of Q2 2026.
  • Principle Wealth Partners bought 132 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $22.6K.
  • State Street Technology Select Sector SPDR ETF made up 0.18% of Principle Wealth Partners's portfolio in Q2 2026, its #102 holding.
  • Principle Wealth Partners first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2020 and has held it in 24 quarters since.
  • 2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.