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

Signature Wealth Management 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	$1.68M	Hold	8,816	–	–	0.78%	22
2026 Q1	$1.17M	Hold	8,816	–	–	0.59%	37
2025 Q4	$1.27M	Hold	8,816	–	–	0.63%	33
2025 Q3	$1.24M	Hold	8,816	–	–	0.65%	29
2025 Q2	$1.12M	Hold	8,816	–	–	0.64%	31
2025 Q1	$910K	Buy	8,816 +110	+1%	+$12.5K	0.6%	31
2024 Q4	$1.01M	Hold	8,706	–	–	0.7%	30
2024 Q3	$983K	Hold	8,706	–	–	0.71%	28
2024 Q2	$985K	Hold	8,706	–	–	0.75%	28
2024 Q1	$907K	Hold	8,706	–	–	0.74%	29
2023 Q4	$838K	Hold	8,706	–	–	0.73%	32
2023 Q3	$714K	Hold	8,706	–	–	0.7%	33
2023 Q2	$757K	Sell	8,706 -1,132	-12%	-$89.2K	0.7%	35
2023 Q1	$743K	Sell	9,838 -1,140	-10%	-$78.5K	0.69%	38
2022 Q4	$683K	Buy	10,978 +448	+4%	+$28.4K	0.67%	40
2022 Q3	$625K	Hold	10,530	–	–	0.69%	41
2022 Q2	$669K	Hold	10,530	–	–	0.69%	40
2022 Q1	$837K	Hold	10,530	–	–	0.71%	37
2021 Q4	$915K	Hold	10,530	–	–	0.78%	33
2021 Q3	$786K	Hold	10,530	–	–	0.71%	34
2021 Q2	$777K	Sell	10,530 -204	-2%	-$14.3K	0.71%	36
2021 Q1	$713K	Hold	10,734	–	–	0.68%	39
2020 Q4	$698K	Buy	+10,734	New	+$654K	0.7%	36

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Signature Wealth Management Partners's XLK Position: Q2 2026 in Review

Signature Wealth Management Partners held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 8,816 shares worth $1.68M. The position accounts for 0.78% of the portfolio, ranked #22.

Signature Wealth Management Partners first reported a position in XLK in Q4 2020 and has held it in 23 quarters since. 2,650 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Signature Wealth Management Partners held 8,816 shares of State Street Technology Select Sector SPDR ETF worth $1.68M as of Q2 2026.
Signature Wealth Management Partners left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.78% of Signature Wealth Management Partners's portfolio in Q2 2026, its #22 holding.
Signature Wealth Management Partners first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2020 and has held it in 23 quarters since.
2,650 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Signature Wealth Management Partners's 13F filing for Q2 2026, filed 29 Jul 2026.