Dopkins Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Dopkins Wealth 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 Q2	$1.5M	Hold	7,855	–	–	0.54%	35
2026 Q1	$1.04M	Hold	7,855	–	–	0.42%	41
2025 Q4	$1.13M	Buy	7,855 +1	+0%	+$144	0.46%	38
2025 Q3	$1.11M	Hold	7,854	–	–	0.47%	37
2025 Q2	$995K	Sell	7,854 -1,950	-20%	-$216K	0.45%	38
2025 Q1	$1.01M	Buy	9,804 +54	+0.6%	+$6.12K	0.51%	36
2024 Q4	$1.13M	Buy	9,750 +1,950	+25%	+$227K	0.58%	34
2024 Q3	$880K	Hold	7,800	–	–	0.71%	18
2024 Q2	$882K	Hold	7,800	–	–	0.54%	27
2024 Q1	$812K	Buy	+7,800	New	+$789K	0.49%	27

Other funds holding XLK

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return