Welch Capital Partners’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Welch Capital 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	$635K	Hold	4,780	–	–	0.14%	16
2025 Q4	$688K	Hold	4,780	–	–	0.14%	16
2025 Q3	$674K	Hold	4,780	–	–	0.14%	17
2025 Q2	$605K	Hold	4,780	–	–	0.13%	16
2025 Q1	$493K	Hold	4,780	–	–	0.12%	18
2024 Q4	$556K	Hold	4,780	–	–	0.12%	17
2024 Q3	$540K	Hold	4,780	–	–	0.12%	17
2024 Q2	$541K	Hold	4,780	–	–	0.13%	17
2024 Q1	$498K	Hold	4,780	–	–	0.12%	16
2023 Q4	$460K	Hold	4,780	–	–	0.12%	16
2023 Q3	$392K	Hold	4,780	–	–	0.11%	17
2023 Q2	$416K	Hold	4,780	–	–	0.12%	16
2023 Q1	$361K	Hold	4,780	–	–	0.11%	16
2022 Q4	$297K	Hold	4,780	–	–	0.09%	23
2022 Q3	$284K	Hold	4,780	–	–	0.09%	24
2022 Q2	$304K	Hold	4,780	–	–	0.09%	24
2022 Q1	$380K	Hold	4,780	–	–	0.09%	22
2021 Q4	$416K	Hold	4,780	–	–	0.09%	23
2021 Q3	$357K	Hold	4,780	–	–	0.09%	19
2021 Q2	$353K	Hold	4,780	–	–	0.08%	20
2021 Q1	$317K	Hold	4,780	–	–	0.08%	22
2020 Q4	$311K	Hold	4,780	–	–	0.09%	23
2020 Q3	$279K	Hold	4,780	–	–	0.09%	22
2020 Q2	$250K	Buy	+4,780	New	+$225K	0.08%	23
2020 Q1	–	Sell	-4,780	Closed	-$219K	–	29
2019 Q4	$219K	Buy	+4,780	New	+$205K	0.06%	25
2018 Q4	–	Sell	-165,800	Closed	-$6.25M	–	39
2018 Q3	$6.25M	Buy	165,800 +79,000	+91%	+$2.9M	2.05%	16
2018 Q2	$3.02M	Hold	86,800	–	–	1.04%	25
2018 Q1	$2.84M	Buy	+86,800	New	+$2.92M	0.98%	26

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

Welch Capital Partners's XLK Position: Q1 2026 in Review

Welch Capital Partners held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q1 2026 at 4,780 shares worth $635K. The position accounts for 0.14% of the portfolio, ranked #16.

Welch Capital Partners first reported a position in XLK in Q1 2018 and has held it in 28 quarters since. The position peaked at $6.25M in Q3 2018. 2,403 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Welch Capital Partners held 4,780 shares of State Street Technology Select Sector SPDR ETF worth $635K as of Q1 2026.
Welch Capital Partners left its State Street Technology Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Technology Select Sector SPDR ETF made up 0.14% of Welch Capital Partners's portfolio in Q1 2026, its #16 holding.
Welch Capital Partners first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2018 and has held it in 28 quarters since.
Welch Capital Partners's State Street Technology Select Sector SPDR ETF position peaked at $6.25M in Q3 2018.
2,403 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Welch Capital Partners's 13F filing for Q1 2026, filed 7 May 2026.