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

Sagespring 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	$1.89M	Sell	9,906 -474	-5%	-$81K	0.03%	223
2026 Q1	$1.38M	Sell	10,380 -1,315	-11%	-$185K	0.03%	258
2025 Q4	$1.68M	Buy	11,695 +1,663	+17%	+$240K	0.03%	214
2025 Q3	$1.41M	Buy	10,032 +54	+0.5%	+$7.15K	0.03%	238
2025 Q2	$1.26M	Sell	9,978 -998	-9%	-$111K	0.03%	242
2025 Q1	$1.13M	Buy	10,976 +238	+2%	+$27K	0.03%	227
2024 Q4	$1.25M	Buy	+10,738	New	+$1.25M	0.03%	189

Other funds holding XLK

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Sagespring Wealth Partners reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 4.6% in Q2 2026, selling an estimated $81K and leaving 9,906 shares worth $1.89M. The position accounts for 0.03% of the portfolio, ranked #223.

Sagespring Wealth Partners first reported a position in XLK in Q4 2024 and has held it in 7 quarters since. 2,667 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Sagespring Wealth Partners held 9,906 shares of State Street Technology Select Sector SPDR ETF worth $1.89M as of Q2 2026.
Sagespring Wealth Partners sold 474 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $81K.
State Street Technology Select Sector SPDR ETF made up 0.03% of Sagespring Wealth Partners's portfolio in Q2 2026, its #223 holding.
Sagespring Wealth Partners first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
2,667 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.