WealthShield Partners’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.96M | Sell |
44,849
-578
| -1% | -$81.4K | 0.66% | 39 |
|
|
2025
Q4 | $6.54M | Buy |
45,427
+1,515
| +3% | +$219K | 0.72% | 33 |
|
|
2025
Q3 | $6.19M | Buy |
43,912
+136
| +0.3% | +$18K | 0.7% | 37 |
|
|
2025
Q2 | $5.54M | Sell |
43,776
-512
| -1% | -$56.8K | 0.67% | 38 |
|
|
2025
Q1 | $4.57M | Sell |
44,288
-13,466
| -23% | -$1.53M | 0.59% | 46 |
|
|
2024
Q4 | $6.71M | Sell |
57,754
-19,850
| -26% | -$2.31M | 0.95% | 29 |
|
|
2024
Q3 | $8.76M | Buy |
77,604
+22,216
| +40% | +$2.44M | 1.19% | 22 |
|
|
2024
Q2 | $6.27M | Buy |
55,388
+10,146
| +22% | +$1.07M | 0.95% | 25 |
|
|
2024
Q1 | $4.71M | Sell |
45,242
-9,824
| -18% | -$993K | 0.76% | 34 |
|
|
2023
Q4 | $5.3M | Sell |
55,066
-3,318
| -6% | -$295K | 0.87% | 27 |
|
|
2023
Q3 | $4.79M | Buy |
58,384
+7,478
| +15% | +$641K | 0.72% | 34 |
|
|
2023
Q2 | $4.43M | Buy |
50,906
+8,476
| +20% | +$668K | 0.67% | 36 |
|
|
2023
Q1 | $3.2M | Buy |
42,430
+2,312
| +6% | +$159K | 0.52% | 49 |
|
|
2022
Q4 | $2.5M | Sell |
40,118
-19,214
| -32% | -$1.22M | 0.48% | 53 |
|
|
2022
Q3 | $3.52M | Buy |
59,332
+27,110
| +84% | +$1.85M | 0.7% | 32 |
|
|
2022
Q2 | $2.05M | Hold |
32,222
| – | – | 0.41% | 65 |
|
|
2022
Q1 | $2.56M | Sell |
32,222
-94,576
| -75% | -$7.42M | 0.41% | 58 |
|
|
2021
Q4 | $11M | Buy |
126,798
+8,826
| +7% | +$727K | 1.83% | 8 |
|
|
2021
Q3 | $8.81M | Buy |
117,972
+1,124
| +1% | +$86.7K | 2.36% | 6 |
|
|
2021
Q2 | $8.63M | Buy |
116,848
+76,182
| +187% | +$5.34M | 1.35% | 19 |
|
|
2021
Q1 | $2.7M | Buy |
40,666
+1,076
| +3% | +$71K | 0.49% | 61 |
|
|
2020
Q4 | $2.57M | Buy |
39,590
+9,268
| +31% | +$564K | 0.48% | 54 |
|
|
2020
Q3 | $1.77M | Buy |
30,322
+2,330
| +8% | +$132K | 0.62% | 43 |
|
|
2020
Q2 | $1.46M | Buy |
27,992
+3,392
| +14% | +$160K | 0.67% | 35 |
|
|
2020
Q1 | $989K | Sell |
24,600
-5,008
| -17% | -$229K | 0.61% | 38 |
|
|
2019
Q4 | $1.36M | Buy |
29,608
+4,200
| +17% | +$180K | 0.66% | 33 |
|
|
2019
Q3 | $1.02M | Buy |
25,408
+2,650
| +12% | +$106K | 0.54% | 38 |
|
|
2019
Q2 | $888K | Sell |
22,758
-6,874
| -23% | -$262K | 0.51% | 41 |
|
|
2019
Q1 | $1.1M | Sell |
29,632
-20
| -0.1% | -$684 | 0.61% | 35 |
|
|
2018
Q4 | $919K | Sell |
29,652
-24,344
| -45% | -$823K | 0.63% | 35 |
|
|
2018
Q3 | $2.03M | Sell |
53,996
-876
| -2% | -$32.1K | 1.16% | 22 |
|
|
2018
Q2 | $1.91M | Sell |
54,872
-60,018
| -52% | -$2.06M | 1.16% | 20 |
|
|
2018
Q1 | $3.76M | Sell |
114,890
-4,736
| -4% | -$159K | 2.38% | 9 |
|
|
2017
Q4 | $3.87M | Buy |
+119,626
| New | +$3.75M | 2.36% | 10 |
|
Other funds holding XLK
WealthShield Partners's XLK Position: Q1 2026 in Review
WealthShield Partners reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 1.3% in Q1 2026, selling an estimated $81.4K and leaving 44,849 shares worth $5.96M. The position accounts for 0.66% of the portfolio, ranked #39.
WealthShield Partners first reported a position in XLK in Q4 2017 and has held it in 34 quarters since. The position peaked at $11M in Q4 2021. 2,404 funds tracked by Wall St. Rank hold XLK as of Q1 2026.
- WealthShield Partners held 44,849 shares of State Street Technology Select Sector SPDR ETF worth $5.96M as of Q1 2026.
- WealthShield Partners sold 578 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $81.4K.
- State Street Technology Select Sector SPDR ETF made up 0.66% of WealthShield Partners's portfolio in Q1 2026, its #39 holding.
- WealthShield Partners first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2017 and has held it in 34 quarters since.
- WealthShield Partners's State Street Technology Select Sector SPDR ETF position peaked at $11M in Q4 2021.
- 2,404 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.
Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.