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

Sandbox Financial 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 		$653K Sell
4,916
-39
-0.8% -$5.5K 0.18% 63
2025
Q4 		$713K Sell
4,955
-485
-9% -$70K 0.2% 57
2025
Q3 		$767K Sell
5,440
-138
-2% -$18.3K 0.22% 60
2025
Q2 		$706K Sell
5,578
-242
-4% -$26.9K 0.22% 58
2025
Q1 		$601K Buy
5,820
+6
+0.1% +$680 0.21% 59
2024
Q4 		$676K Buy
5,814
+240
+4% +$27.9K 0.23% 54
2024
Q3 		$629K Buy
5,574
+26
+0.5% +$2.85K 0.22% 55
2024
Q2 		$628K Buy
5,548
+6
+0.1% +$632 0.24% 54
2024
Q1 		$577K Sell
5,542
-28
-0.5% -$2.83K 0.24% 56
2023
Q4 		$536K Buy
5,570
+8
+0.1% +$712 0.25% 54
2023
Q3 		$456K Buy
5,562
+2
+0% +$172 0.24% 55
2023
Q2 		$483K Sell
5,560
-570
-9% -$44.9K 0.25% 53
2023
Q1 		$463K Sell
6,130
-192
-3% -$13.2K 0.28% 49
2022
Q4 		$393K Sell
6,322
-418
-6% -$26.5K 0.27% 47
2022
Q3 		$400K Sell
6,740
-70
-1% -$4.78K 0.29% 49
2022
Q2 		$433K Sell
6,810
-798
-10% -$55.6K 0.31% 47
2022
Q1 		$605K Buy
7,608
+10
+0.1% +$785 0.35% 36
2021
Q4 		$661K Buy
7,598
+650
+9% +$53.5K 0.41% 32
2021
Q3 		$519K Sell
6,948
-4,022
-37% -$310K 0.37% 36
2021
Q2 		$810K Buy
10,970
+6,114
+126% +$428K 0.6% 28
2021
Q1 		$334K Sell
4,856
-812
-14% -$53.6K 0.27% 51
2020
Q4 		$368K Buy
+5,668
New +$345K 0.34% 40

Other funds holding XLK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sandbox Financial Partners's XLK Position: Q1 2026 in Review

Sandbox Financial Partners reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.79% in Q1 2026, selling an estimated $5.5K and leaving 4,916 shares worth $653K. The position accounts for 0.18% of the portfolio, ranked #63.

Sandbox Financial Partners first reported a position in XLK in Q4 2020 and has held it in 22 quarters since. The position peaked at $810K in Q2 2021. 2,400 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

  • Sandbox Financial Partners held 4,916 shares of State Street Technology Select Sector SPDR ETF worth $653K as of Q1 2026.
  • Sandbox Financial Partners sold 39 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $5.5K.
  • State Street Technology Select Sector SPDR ETF made up 0.18% of Sandbox Financial Partners's portfolio in Q1 2026, its #63 holding.
  • Sandbox Financial Partners first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2020 and has held it in 22 quarters since.
  • Sandbox Financial Partners's State Street Technology Select Sector SPDR ETF position peaked at $810K in Q2 2021.
  • 2,400 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

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