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

Triad 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	$338K	Sell	2,541 -307	-11%	-$43.3K	0.03%	366
2025 Q4	$410K	Sell	2,848 -3,188	-53%	-$460K	0.04%	309
2025 Q3	$851K	Buy	6,036 +3,962	+191%	+$525K	0.11%	134
2025 Q2	$263K	Buy	+2,074	New	+$230K	0.05%	236
2024 Q3	–	Sell	-402	Closed	-$45.5K	–	964
2024 Q2	$45.5K	Buy	+402	New	+$42.3K	0.02%	239

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

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

Triad Wealth Partners reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 11% in Q1 2026, selling an estimated $43.3K and leaving 2,541 shares worth $338K. The position accounts for 0.03% of the portfolio, ranked #366.

Triad Wealth Partners first reported a position in XLK in Q2 2024 and has held it in 5 quarters since. The position peaked at $851K in Q3 2025. 2,406 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Triad Wealth Partners held 2,541 shares of State Street Technology Select Sector SPDR ETF worth $338K as of Q1 2026.
Triad Wealth Partners sold 307 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $43.3K.
State Street Technology Select Sector SPDR ETF made up 0.03% of Triad Wealth Partners's portfolio in Q1 2026, its #366 holding.
Triad Wealth Partners first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2024 and has held it in 5 quarters since.
Triad Wealth Partners's State Street Technology Select Sector SPDR ETF position peaked at $851K 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 Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.