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

Strategic 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	$1M	Sell	5,269 -171	-3%	-$29.2K	0.06%	150
2026 Q1	$723K	Sell	5,440 -9,811	-64%	-$1.38M	0.05%	171
2025 Q4	$2.2M	Buy	15,251 +8,237	+117%	+$1.19M	0.15%	106
2025 Q3	$988K	Sell	7,014 -3,158	-31%	-$418K	0.07%	161
2025 Q2	$1.29M	Buy	+10,172	New	+$1.13M	0.1%	130
2024 Q4	$1.67M	Sell	13,940 -65,056	-82%	-$7.57M	0.14%	114
2024 Q3	$8.92M	Buy	78,996 +70,108	+789%	+$7.7M	0.86%	31
2024 Q2	$1.01M	Buy	8,888 +320	+4%	+$33.7K	0.11%	138
2024 Q1	$892K	Buy	8,568 +3,258	+61%	+$329K	0.1%	142
2023 Q4	$511K	Buy	5,310 +496	+10%	+$44.2K	0.06%	183
2023 Q3	$395K	Hold	4,814	–	–	0.05%	224
2023 Q2	$418K	Buy	4,814 +232	+5%	+$18.3K	0.05%	219
2023 Q1	$346K	Sell	4,582 -1,838	-29%	-$126K	0.05%	204
2022 Q4	$399K	Sell	6,420 -4,922	-43%	-$313K	0.07%	186
2022 Q3	$674K	Buy	11,342 +7,106	+168%	+$485K	0.14%	151
2022 Q2	$269K	Sell	4,236 -1,696	-29%	-$118K	0.06%	205
2022 Q1	$471K	Hold	5,932	–	–	0.09%	182
2021 Q4	$516K	Sell	5,932 -324	-5%	-$26.7K	0.1%	189
2021 Q3	$467K	Buy	6,256 +2,216	+55%	+$171K	0.14%	174
2021 Q2	$298K	Buy	+4,040	New	+$283K	0.1%	195
2021 Q1	–	Sell	-3,108	Closed	-$202K	–	215
2020 Q4	$202K	Buy	+3,108	New	+$189K	0.08%	175
2019 Q4	–	Sell	-370	Closed	-$14	–	521
2019 Q3	$14	Hold	370	–	–	﹤0.01%	471
2019 Q2	$14K	Sell	370 -348	-48%	-$13.3K	0.01%	452
2019 Q1	$27K	Buy	718 +44	+7%	+$1.5K	0.01%	311
2018 Q4	$21K	Hold	674	–	–	0.01%	326
2018 Q3	$25K	Sell	674 -84	-11%	-$3.08K	0.01%	303
2018 Q2	$26K	Buy	758 +156	+26%	+$5.35K	0.02%	340
2018 Q1	$20K	Buy	602 +84	+16%	+$2.82K	0.01%	359
2017 Q4	$17K	Buy	+518	New	+$16.2K	0.01%	382

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

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

Strategic Wealth Partners reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 3.1% in Q2 2026, selling an estimated $29.2K and leaving 5,269 shares worth $1M. The position accounts for 0.06% of the portfolio, ranked #150.

Strategic Wealth Partners first reported a position in XLK in Q4 2017 and has held it in 29 quarters since. The position peaked at $8.92M in Q3 2024. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Strategic Wealth Partners held 5,269 shares of State Street Technology Select Sector SPDR ETF worth $1M as of Q2 2026.
Strategic Wealth Partners sold 171 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $29.2K.
State Street Technology Select Sector SPDR ETF made up 0.06% of Strategic Wealth Partners's portfolio in Q2 2026, its #150 holding.
Strategic Wealth Partners first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2017 and has held it in 29 quarters since.
Strategic Wealth Partners's State Street Technology Select Sector SPDR ETF position peaked at $8.92M in Q3 2024.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.