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 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

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

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

Sagespring Wealth Partners reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 11% in Q1 2026, selling an estimated $185K and leaving 10,380 shares worth $1.38M. The position accounts for 0.03% of the portfolio, ranked #258.

Sagespring Wealth Partners first reported a position in XLK in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.68M in Q4 2025. 2,405 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Sagespring Wealth Partners held 10,380 shares of State Street Technology Select Sector SPDR ETF worth $1.38M as of Q1 2026.
Sagespring Wealth Partners sold 1,315 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $185K.
State Street Technology Select Sector SPDR ETF made up 0.03% of Sagespring Wealth Partners's portfolio in Q1 2026, its #258 holding.
Sagespring Wealth Partners first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
Sagespring Wealth Partners's State Street Technology Select Sector SPDR ETF position peaked at $1.68M 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 Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.