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

Pursue 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	$1.11M	Hold	8,322	–	–	0.66%	44
2025 Q4	$1.2M	Hold	8,322	–	–	0.58%	40
2025 Q3	$1.17M	Hold	8,322	–	–	0.64%	43
2025 Q2	$1.05M	Hold	8,322	–	–	0.6%	44
2025 Q1	$859K	Sell	8,322 -2,330	-22%	-$264K	0.52%	50
2024 Q4	$1.24M	Hold	10,652	–	–	0.71%	43
2024 Q3	$1.2M	Hold	10,652	–	–	0.66%	43
2024 Q2	$1.2M	Hold	10,652	–	–	0.66%	37
2024 Q1	$1.11M	Hold	10,652	–	–	0.65%	37
2023 Q4	$1.03M	Hold	10,652	–	–	0.66%	38
2023 Q3	$873K	Hold	10,652	–	–	0.62%	41
2023 Q2	$926K	Hold	10,652	–	–	0.58%	44
2023 Q1	$804K	Sell	10,652 -8,326	-44%	-$573K	0.55%	48
2022 Q4	$1.18M	Hold	18,978	–	–	0.91%	37
2022 Q3	$1.13M	Hold	18,978	–	–	0.81%	36
2022 Q2	$1.21M	Hold	18,978	–	–	0.77%	40
2022 Q1	$1.47M	Hold	18,978	–	–	0.61%	43
2021 Q4	$1.65M	Buy	+18,978	New	+$1.56M	0.64%	44

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

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

Pursue Wealth Partners held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q1 2026 at 8,322 shares worth $1.11M. The position accounts for 0.66% of the portfolio, ranked #44.

Pursue Wealth Partners first reported a position in XLK in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.65M in Q4 2021. 2,406 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Pursue Wealth Partners held 8,322 shares of State Street Technology Select Sector SPDR ETF worth $1.11M as of Q1 2026.
Pursue Wealth Partners left its State Street Technology Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Technology Select Sector SPDR ETF made up 0.66% of Pursue Wealth Partners's portfolio in Q1 2026, its #44 holding.
Pursue Wealth Partners first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and has held it in 18 quarters since.
Pursue Wealth Partners's State Street Technology Select Sector SPDR ETF position peaked at $1.65M in Q4 2021.
2,406 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Pursue Wealth Partners's 13F filing for Q1 2026, filed 8 Apr 2026.