Belpointe Asset Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Belpointe Asset Management’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	$5.73M	Sell	43,143 -21,773	-34%	-$3.07M	0.21%	90
2025 Q4	$9.35M	Sell	64,916 -6,612	-9%	-$955K	0.34%	51
2025 Q3	$10.1M	Sell	71,528 -168,388	-70%	-$22.3M	0.39%	50
2025 Q2	$30.4M	Buy	239,916 +179,066	+294%	+$19.9M	1.27%	15
2025 Q1	$6.29M	Sell	60,850 -3,196	-5%	-$362K	0.33%	55
2024 Q4	$7.06M	Buy	64,046 +368	+0.6%	+$42.8K	0.43%	40
2024 Q3	$7.19M	Buy	63,678 +2,266	+4%	+$249K	0.43%	38
2024 Q2	$6.95M	Buy	61,412 +648	+1%	+$68.2K	0.48%	33
2024 Q1	$6.33M	Sell	60,764 -3,108	-5%	-$314K	0.47%	35
2023 Q4	$6.15M	Sell	63,872 -3,358	-5%	-$299K	0.54%	30
2023 Q3	$5.51M	Sell	67,230 -12,208	-15%	-$1.05M	0.57%	27
2023 Q2	$6.91M	Sell	79,438 -35,176	-31%	-$2.77M	0.73%	21
2023 Q1	$8.65M	Buy	114,614 +30,972	+37%	+$2.13M	0.47%	34
2022 Q4	$5.2M	Sell	83,642 -4,704	-5%	-$299K	0.31%	56
2022 Q3	$5.25M	Buy	88,346 +1,888	+2%	+$129K	0.35%	53
2022 Q2	$5.49M	Sell	86,458 -15,280	-15%	-$1.06M	0.37%	47
2022 Q1	$8.09M	Sell	101,738 -31,278	-24%	-$2.46M	0.49%	33
2021 Q4	$11.6M	Sell	133,016 -11,318	-8%	-$932K	0.72%	15
2021 Q3	$10.8M	Sell	144,334 -42,578	-23%	-$3.28M	0.73%	14
2021 Q2	$13.8M	Buy	186,912 +52,788	+39%	+$3.7M	0.99%	13
2021 Q1	$8.9M	Buy	134,124 +10,138	+8%	+$669K	0.76%	16
2020 Q4	$8.06M	Buy	123,986 +78,446	+172%	+$4.78M	0.72%	16
2020 Q3	$2.66M	Sell	45,540 -546	-1%	-$30.9K	0.3%	73
2020 Q2	$2.41M	Buy	46,086 +11,608	+34%	+$546K	0.31%	68
2020 Q1	$1.39M	Sell	34,478 -13,592	-28%	-$620K	0.24%	98
2019 Q4	$2.2M	Buy	48,070 +12,370	+35%	+$530K	0.28%	90
2019 Q3	$1.44M	Buy	35,700 +4,618	+15%	+$185K	0.23%	104
2019 Q2	$1.21M	Buy	+31,082	New	+$1.18M	0.24%	93
2019 Q1	–	Sell	-21,726	Closed	-$673K	–	597
2018 Q4	$673K	Sell	21,726 -1,728	-7%	-$58.4K	0.17%	130
2018 Q3	$883K	Buy	23,454 +7,014	+43%	+$257K	0.14%	147
2018 Q2	$571K	Sell	16,440 -582	-3%	-$20K	0.16%	138
2018 Q1	$557K	Sell	17,022 -1,032	-6%	-$34.7K	0.16%	131
2017 Q4	$577K	Buy	18,054 +4,862	+37%	+$152K	0.13%	187
2017 Q3	$390K	Buy	+13,192	New	+$380K	0.09%	259

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

Belpointe Asset Management's XLK Position: Q1 2026 in Review

Belpointe Asset Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 34% in Q1 2026, selling an estimated $3.07M and leaving 43,143 shares worth $5.73M. The position accounts for 0.21% of the portfolio, ranked #90.

Belpointe Asset Management first reported a position in XLK in Q3 2017 and has held it in 34 quarters since. The position peaked at $30.4M in Q2 2025. 2,406 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Belpointe Asset Management held 43,143 shares of State Street Technology Select Sector SPDR ETF worth $5.73M as of Q1 2026.
Belpointe Asset Management sold 21,773 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $3.07M.
State Street Technology Select Sector SPDR ETF made up 0.21% of Belpointe Asset Management's portfolio in Q1 2026, its #90 holding.
Belpointe Asset Management first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2017 and has held it in 34 quarters since.
Belpointe Asset Management's State Street Technology Select Sector SPDR ETF position peaked at $30.4M in Q2 2025.
2,406 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.