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

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

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Westmount Partners's XLK Position: Q2 2026 in Review

Westmount Partners held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 9,200 shares worth $1.75M. The position accounts for 0.38% of the portfolio, ranked #58.

Westmount Partners first reported a position in XLK in Q4 2022 and has held it in 15 quarters since. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Westmount Partners held 9,200 shares of State Street Technology Select Sector SPDR ETF worth $1.75M as of Q2 2026.
Westmount Partners left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.38% of Westmount Partners's portfolio in Q2 2026, its #58 holding.
Westmount Partners first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.