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

Westmount 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	$1.75M	Hold	9,200	–	–	0.38%	58
2026 Q1	$1.22M	Sell	9,200 -38	-0.4%	-$5.36K	0.3%	73
2025 Q4	$1.33M	Sell	9,238 -44	-0.5%	-$6.35K	0.33%	62
2025 Q3	$1.32M	Buy	9,282 +290	+3%	+$38.4K	0.34%	63
2025 Q2	$1.14M	Sell	8,992 -36	-0.4%	-$4K	0.31%	66
2025 Q1	$932K	Hold	9,028	–	–	0.28%	77
2024 Q4	$1.05M	Sell	9,028 -84	-0.9%	-$9.77K	0.32%	64
2024 Q3	$1.03M	Sell	9,112 -10	-0.1%	-$1.1K	0.31%	67
2024 Q2	$1.04M	Buy	9,122 +5,456	+149%	+$574K	0.34%	60
2024 Q1	$382K	Buy	3,666 +632	+21%	+$63.9K	0.14%	140
2023 Q4	$292K	Buy	3,034 +106	+4%	+$9.44K	0.12%	150
2023 Q3	$240K	Sell	2,928 -218	-7%	-$18.7K	0.11%	166
2023 Q2	$273K	Sell	3,146 -324	-9%	-$25.5K	0.12%	149
2023 Q1	$262K	Buy	3,470 +220	+7%	+$15.1K	0.12%	148
2022 Q4	$202K	Buy	+3,250	New	+$206K	0.11%	164

Other funds holding XLK

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

Lighthouse Financial Services Brea, California $476M AUM

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return