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

Fort Point Capital 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	$1.25M	Sell	9,437 -1,989	-17%	-$280K	0.15%	84
2025 Q4	$1.66M	Hold	11,426	–	–	0.19%	79
2025 Q3	$1.61M	Sell	11,426 -23,074	-67%	-$3.06M	0.19%	82
2025 Q2	$4.37M	Buy	34,500 +11,094	+47%	+$1.23M	0.31%	52
2025 Q1	$2.42M	Buy	23,406 +968	+4%	+$110K	0.27%	73
2024 Q4	$2.61M	Buy	22,438 +194	+0.9%	+$22.6K	0.28%	71
2024 Q3	$2.51M	Buy	22,244 +700	+3%	+$76.8K	0.31%	57
2024 Q2	$2.44M	Buy	21,544 +334	+2%	+$35.2K	0.31%	55
2024 Q1	$2.21M	Buy	21,210 +148	+0.7%	+$15K	0.29%	61
2023 Q4	$2.03M	Buy	21,062 +3,648	+21%	+$325K	0.29%	60
2023 Q3	$1.43M	Buy	17,414 +160	+0.9%	+$13.7K	0.22%	76
2023 Q2	$1.5M	Sell	17,254 -20	-0.1%	-$1.58K	0.21%	76
2023 Q1	$1.3M	Buy	17,274 +142	+0.8%	+$9.77K	0.2%	87
2022 Q4	$1.07M	Sell	17,132 -68	-0.4%	-$4.32K	0.17%	95
2022 Q3	$1.02M	Buy	17,200 +380	+2%	+$25.9K	0.17%	98
2022 Q2	$1.07M	Buy	16,820 +458	+3%	+$31.9K	0.17%	92
2022 Q1	$1.3M	Buy	16,362 +710	+5%	+$55.7K	0.18%	90
2021 Q4	$1.36M	Buy	15,652 +2,430	+18%	+$200K	0.18%	87
2021 Q3	$987K	Buy	+13,222	New	+$1.02M	0.15%	86
2020 Q3	–	Sell	-964	Closed	-$50K	–	152
2020 Q2	$50K	Buy	+964	New	+$45.3K	0.02%	128

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

Fort Point Capital Partners's XLK Position: Q1 2026 in Review

Fort Point Capital Partners reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 17% in Q1 2026, selling an estimated $280K and leaving 9,437 shares worth $1.25M. The position accounts for 0.15% of the portfolio, ranked #84.

Fort Point Capital Partners first reported a position in XLK in Q2 2020 and has held it in 20 quarters since. The position peaked at $4.37M in Q2 2025. 2,402 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Fort Point Capital Partners held 9,437 shares of State Street Technology Select Sector SPDR ETF worth $1.25M as of Q1 2026.
Fort Point Capital Partners sold 1,989 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $280K.
State Street Technology Select Sector SPDR ETF made up 0.15% of Fort Point Capital Partners's portfolio in Q1 2026, its #84 holding.
Fort Point Capital Partners first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2020 and has held it in 20 quarters since.
Fort Point Capital Partners's State Street Technology Select Sector SPDR ETF position peaked at $4.37M in Q2 2025.
2,402 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Fort Point Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.