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

Whalerock Point 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	$1.85M	Hold	13,900	–	–	0.36%	54
2025 Q4	$2M	Hold	13,900	–	–	0.38%	50
2025 Q3	$1.96M	Hold	13,900	–	–	0.4%	46
2025 Q2	$1.76M	Hold	13,900	–	–	0.38%	51
2025 Q1	$1.44M	Hold	13,900	–	–	0.34%	54
2024 Q4	$1.62M	Hold	13,900	–	–	0.38%	49
2024 Q3	$1.57M	Hold	13,900	–	–	0.37%	51
2024 Q2	$1.57M	Hold	13,900	–	–	0.42%	47
2024 Q1	$1.45M	Hold	13,900	–	–	0.39%	51
2023 Q4	$1.34M	Sell	13,900 -150	-1%	-$13.4K	0.41%	54
2023 Q3	$1.15M	Hold	14,050	–	–	0.4%	50
2023 Q2	$1.22M	Hold	14,050	–	–	0.41%	50
2023 Q1	$1.06M	Hold	14,050	–	–	0.39%	53
2022 Q4	$874K	Hold	14,050	–	–	0.36%	58
2022 Q3	$834K	Hold	14,050	–	–	0.37%	54
2022 Q2	$893K	Hold	14,050	–	–	0.38%	55
2022 Q1	$1.12M	Sell	14,050 -582	-4%	-$45.7K	0.4%	51
2021 Q4	$1.27M	Buy	14,632 +1,260	+9%	+$104K	0.44%	48
2021 Q3	$998K	Buy	+13,372	New	+$1.03M	0.39%	51

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

Whalerock Point Partners's XLK Position: Q1 2026 in Review

Whalerock Point Partners held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q1 2026 at 13,900 shares worth $1.85M. The position accounts for 0.36% of the portfolio, ranked #54.

Whalerock Point Partners first reported a position in XLK in Q3 2021 and has held it in 19 quarters since. The position peaked at $2M in Q4 2025. 2,400 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Whalerock Point Partners held 13,900 shares of State Street Technology Select Sector SPDR ETF worth $1.85M as of Q1 2026.
Whalerock Point 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 0.36% of Whalerock Point Partners's portfolio in Q1 2026, its #54 holding.
Whalerock Point Partners first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2021 and has held it in 19 quarters since.
Whalerock Point Partners's State Street Technology Select Sector SPDR ETF position peaked at $2M in Q4 2025.
2,400 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Whalerock Point Partners's 13F filing for Q1 2026, filed 15 May 2026.