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

Revolve 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	$244K	Buy	+1,282	New	+$219K	0.03%	301
2026 Q1	–	Sell	-1,432	Closed	-$206K	–	243
2025 Q4	$206K	Hold	1,432	–	–	0.02%	219
2025 Q3	$202K	Buy	+1,432	New	+$190K	0.02%	226
2025 Q1	–	Sell	-1,754	Closed	-$204K	–	244
2024 Q4	$204K	Buy	+1,754	New	+$204K	0.03%	212
2024 Q3	–	Sell	-1,872	Closed	-$212K	–	203
2024 Q2	$212K	Sell	1,872 -216	-10%	-$22.7K	0.03%	174
2024 Q1	$217K	Buy	+2,088	New	+$211K	0.04%	168

Other funds holding XLK

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return