Centerpoint Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Centerpoint Advisors’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	$282K	Buy	+1,480	New	+$253K	0.08%	78
2024 Q1	–	Sell	-200	Closed	-$19K	–	460
2023 Q4	$19K	Hold	200	–	–	0.01%	256
2023 Q3	$16K	Hold	200	–	–	0.01%	278
2023 Q2	$17K	Sell	200 -76	-28%	-$5.99K	0.01%	286
2023 Q1	$21K	Hold	276	–	–	0.01%	256
2022 Q4	$17K	Sell	276 -60	-18%	-$3.81K	0.01%	231
2022 Q3	$20K	Buy	336 +276	+460%	+$18.8K	0.01%	185
2022 Q2	$4K	Hold	60	–	–	﹤0.01%	287
2022 Q1	$5K	Hold	60	–	–	﹤0.01%	276
2021 Q4	$5K	Hold	60	–	–	﹤0.01%	279
2021 Q3	$4K	Buy	+60	New	+$4.63K	﹤0.01%	239

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

Centerpoint Advisors's XLK Position: Q2 2026 in Review

Centerpoint Advisors opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q2 2026: 1,480 shares worth $282K. The stake represents 0.08% of the portfolio and ranks #78 among its holdings. This is a return to the name: Centerpoint Advisors previously reported a position in XLK as recently as Q4 2023.

Centerpoint Advisors first reported a position in XLK in Q3 2021 and has held it in 11 quarters since. 2,667 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Centerpoint Advisors held 1,480 shares of State Street Technology Select Sector SPDR ETF worth $282K as of Q2 2026.
State Street Technology Select Sector SPDR ETF was a new Centerpoint Advisors position in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.08% of Centerpoint Advisors's portfolio in Q2 2026, its #78 holding.
Centerpoint Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2021 and has held it in 11 quarters since.
2,667 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Centerpoint Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.