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
2020 Q3	–	Sell	-4,000	Closed	-$209K	–	153
2020 Q2	$209K	Buy	+4,000	New	+$188K	0.07%	120

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

Fort Point Capital Partners's XLK Position: Q2 2026 in Review

Fort Point Capital Partners reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 42% in Q2 2026, selling an estimated $680K and leaving 5,458 shares worth $1.04M. The position accounts for 0.07% of the portfolio, ranked #107.

Fort Point Capital Partners first reported a position in XLK in Q2 2020 and has held it in 21 quarters since. The position peaked at $4.37M in Q2 2025. 2,667 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Fort Point Capital Partners held 5,458 shares of State Street Technology Select Sector SPDR ETF worth $1.04M as of Q2 2026.
Fort Point Capital Partners sold 3,979 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $680K.
State Street Technology Select Sector SPDR ETF made up 0.07% of Fort Point Capital Partners's portfolio in Q2 2026, its #107 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 21 quarters since.
Fort Point Capital Partners's State Street Technology Select Sector SPDR ETF position peaked at $4.37M in Q2 2025.
2,667 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Fort Point Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.