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

Private 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	$742K	Sell	5,586 -48	-0.9%	-$6.76K	0.06%	112
2025 Q4	$811K	Hold	5,634	–	–	0.06%	109
2025 Q3	$794K	Hold	5,634	–	–	0.06%	108
2025 Q2	$713K	Buy	5,634 +48	+0.9%	+$5.33K	0.06%	111
2025 Q1	$577K	Buy	5,586 +36	+0.6%	+$4.08K	0.05%	115
2024 Q4	$645K	Hold	5,550	–	–	0.05%	113
2024 Q3	$626K	Buy	5,550 +40	+0.7%	+$4.39K	0.05%	113
2024 Q2	$623K	Hold	5,510	–	–	0.05%	103
2024 Q1	$574K	Hold	5,510	–	–	0.05%	99
2023 Q4	$530K	Buy	5,510 +3,002	+120%	+$267K	0.04%	109
2023 Q3	$206K	Hold	2,508	–	–	0.02%	152
2023 Q2	$218K	Buy	+2,508	New	+$198K	0.02%	152

Other funds holding XLK

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 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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Private Wealth Partners's XLK Position: Q1 2026 in Review

Private Wealth Partners reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.85% in Q1 2026, selling an estimated $6.76K and leaving 5,586 shares worth $742K. The position accounts for 0.06% of the portfolio, ranked #112.

Private Wealth Partners first reported a position in XLK in Q2 2023 and has held it in 12 quarters since. The position peaked at $811K in Q4 2025. 2,401 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Private Wealth Partners held 5,586 shares of State Street Technology Select Sector SPDR ETF worth $742K as of Q1 2026.
Private Wealth Partners sold 48 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $6.76K.
State Street Technology Select Sector SPDR ETF made up 0.06% of Private Wealth Partners's portfolio in Q1 2026, its #112 holding.
Private Wealth Partners first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2023 and has held it in 12 quarters since.
Private Wealth Partners's State Street Technology Select Sector SPDR ETF position peaked at $811K in Q4 2025.
2,401 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Private Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.