DecisionPoint Financial’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

DecisionPoint Financial’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	$186K	Buy	1,000 +850	+567%	+$145K	0.03%	55
2026 Q1	$19.9K	Buy	150 +56	+60%	+$7.89K	﹤0.01%	145
2025 Q4	$13.5K	Buy	+94	New	+$13.6K	﹤0.01%	172
2025 Q2	–	Sell	-50	Closed	-$5.16K	–	693
2025 Q1	$5.16K	Hold	50	–	–	﹤0.01%	174
2024 Q4	$5.81K	Hold	50	–	–	﹤0.01%	186
2024 Q3	$5.64K	Hold	50	–	–	﹤0.01%	180
2024 Q2	$5.47K	Hold	50	–	–	﹤0.01%	178
2024 Q1	$5K	Hold	50	–	–	﹤0.01%	193
2023 Q4	$4.81K	Hold	50	–	–	﹤0.01%	152
2023 Q3	$4.1K	Hold	50	–	–	﹤0.01%	161
2023 Q2	$4.35K	Hold	50	–	–	﹤0.01%	146
2023 Q1	$3.78K	Hold	50	–	–	﹤0.01%	147
2022 Q4	$3.11K	Buy	+50	New	+$3.17K	﹤0.01%	130

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

DecisionPoint Financial's XLK Position: Q2 2026 in Review

DecisionPoint Financial increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 567% in Q2 2026, buying an estimated $145K and bringing the position to 1,000 shares worth $186K. The position accounts for 0.03% of the portfolio, ranked #55.

DecisionPoint Financial first reported a position in XLK in Q4 2022 and has held it in 13 quarters since. 2,644 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

DecisionPoint Financial held 1,000 shares of State Street Technology Select Sector SPDR ETF worth $186K as of Q2 2026.
DecisionPoint Financial bought 850 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $145K.
State Street Technology Select Sector SPDR ETF made up 0.03% of DecisionPoint Financial's portfolio in Q2 2026, its #55 holding.
DecisionPoint Financial first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2022 and has held it in 13 quarters since.
2,644 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on DecisionPoint Financial's 13F filing for Q2 2026, filed 5 Aug 2026.