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

Quartz 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	$542K	Sell	4,078 -5,814	-59%	-$819K	0.21%	92
2025 Q4	$1.42M	Buy	9,892 +26	+0.3%	+$3.75K	0.53%	44
2025 Q3	$1.39M	Buy	9,866 +5,688	+136%	+$753K	0.5%	46
2025 Q2	$529K	Sell	4,178 -1,858	-31%	-$206K	0.24%	97
2025 Q1	$623K	Sell	6,036 -94	-2%	-$10.7K	0.38%	58
2024 Q4	$713K	Buy	6,130 +6	+0.1%	+$698	0.43%	59
2024 Q3	$691K	Buy	+6,124	New	+$672K	0.43%	62

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

Quartz Partners's XLK Position: Q1 2026 in Review

Quartz Partners reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 59% in Q1 2026, selling an estimated $819K and leaving 4,078 shares worth $542K. The position accounts for 0.21% of the portfolio, ranked #92.

Quartz Partners first reported a position in XLK in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.42M in Q4 2025. 2,405 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Quartz Partners held 4,078 shares of State Street Technology Select Sector SPDR ETF worth $542K as of Q1 2026.
Quartz Partners sold 5,814 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $819K.
State Street Technology Select Sector SPDR ETF made up 0.21% of Quartz Partners's portfolio in Q1 2026, its #92 holding.
Quartz Partners first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2024 and has held it in 7 quarters since.
Quartz Partners's State Street Technology Select Sector SPDR ETF position peaked at $1.42M in Q4 2025.
2,405 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Quartz Partners's 13F filing for Q1 2026, filed 5 May 2026.