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

Strategic 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	$3.07M	Sell	23,129 -5,211	-18%	-$734K	1.33%	19
2025 Q4	$4.08M	Sell	28,340 -986	-3%	-$142K	1.77%	14
2025 Q3	$4.13M	Buy	+29,326	New	+$3.88M	1.89%	11
2025 Q2	–	Sell	-24,840	Closed	-$2.56M	–	79
2025 Q1	$2.56M	Sell	24,840 -3,516	-12%	-$399K	1.35%	17
2024 Q4	$3.3M	Buy	28,356 +2,160	+8%	+$251K	1.68%	16
2024 Q3	$2.96M	Sell	26,196 -338	-1%	-$37.1K	1.51%	17
2024 Q2	$3M	Buy	26,534 +2,416	+10%	+$254K	1.65%	15
2024 Q1	$2.51M	Sell	24,118 -1,770	-7%	-$179K	1.39%	17
2023 Q4	$2.49M	Buy	+25,888	New	+$2.3M	1.45%	17

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

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

Strategic Financial Partners reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 18% in Q1 2026, selling an estimated $734K and leaving 23,129 shares worth $3.07M. The position accounts for 1.33% of the portfolio, ranked #19.

Strategic Financial Partners first reported a position in XLK in Q4 2023 and has held it in 9 quarters since. The position peaked at $4.13M in Q3 2025. 2,406 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Strategic Financial Partners held 23,129 shares of State Street Technology Select Sector SPDR ETF worth $3.07M as of Q1 2026.
Strategic Financial Partners sold 5,211 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $734K.
State Street Technology Select Sector SPDR ETF made up 1.33% of Strategic Financial Partners's portfolio in Q1 2026, its #19 holding.
Strategic Financial Partners first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2023 and has held it in 9 quarters since.
Strategic Financial Partners's State Street Technology Select Sector SPDR ETF position peaked at $4.13M in Q3 2025.
2,406 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Strategic Financial Partners's 13F filing for Q1 2026, filed 1 May 2026.