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

Guidance Point 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 Q1	$464K	Sell	3,494 -51	-1%	-$7.19K	0.11%	62
2025 Q4	$510K	Buy	3,545 +113	+3%	+$16.3K	0.12%	58
2025 Q3	$484K	Sell	3,432 -678	-16%	-$89.8K	0.12%	59
2025 Q2	$520K	Buy	4,110 +8	+0.2%	+$888	0.13%	55
2025 Q1	$424K	Buy	4,102 +6	+0.1%	+$680	0.12%	55
2024 Q4	$476K	Buy	4,096 +6	+0.1%	+$698	0.13%	51
2024 Q3	$462K	Buy	4,090 +8	+0.2%	+$878	0.13%	55
2024 Q2	$462K	Buy	4,082 +8	+0.2%	+$842	0.14%	48
2024 Q1	$424K	Buy	4,074 +8	+0.2%	+$809	0.14%	55
2023 Q4	$391K	Buy	4,066 +8	+0.2%	+$712	0.14%	49
2023 Q3	$333K	Buy	4,058 +8	+0.2%	+$686	0.14%	54
2023 Q2	$352K	Buy	4,050 +8	+0.2%	+$631	0.14%	58
2023 Q1	$305K	Buy	4,042 +10	+0.2%	+$688	0.12%	60
2022 Q4	$251K	Buy	4,032 +12	+0.3%	+$762	0.11%	67
2022 Q3	$238K	Buy	4,020 +10	+0.2%	+$682	0.11%	73
2022 Q2	$254K	Buy	4,010 +10	+0.3%	+$697	0.11%	74
2022 Q1	$317K	Buy	4,000 +6	+0.2%	+$471	0.12%	70
2021 Q4	$347K	Buy	3,994 +8	+0.2%	+$659	0.13%	61
2021 Q3	$297K	Buy	3,986 +8	+0.2%	+$617	0.11%	69
2021 Q2	$293K	Buy	3,978 +6	+0.2%	+$420	0.11%	69
2021 Q1	$263K	Buy	3,972 +8	+0.2%	+$528	0.11%	74
2020 Q4	$257K	Buy	3,964 +10	+0.3%	+$609	0.12%	73
2020 Q3	$230K	Buy	3,954 +8	+0.2%	+$452	0.13%	67
2020 Q2	$206K	Buy	+3,946	New	+$186K	0.11%	70

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

Guidance Point Advisors's XLK Position: Q1 2026 in Review

Guidance Point Advisors reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 1.4% in Q1 2026, selling an estimated $7.19K and leaving 3,494 shares worth $464K. The position accounts for 0.11% of the portfolio, ranked #62.

Guidance Point Advisors first reported a position in XLK in Q2 2020 and has held it in 24 quarters since. The position peaked at $520K in Q2 2025. 2,400 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Guidance Point Advisors held 3,494 shares of State Street Technology Select Sector SPDR ETF worth $464K as of Q1 2026.
Guidance Point Advisors sold 51 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $7.19K.
State Street Technology Select Sector SPDR ETF made up 0.11% of Guidance Point Advisors's portfolio in Q1 2026, its #62 holding.
Guidance Point Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2020 and has held it in 24 quarters since.
Guidance Point Advisors's State Street Technology Select Sector SPDR ETF position peaked at $520K in Q2 2025.
2,400 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Guidance Point Advisors's 13F filing for Q1 2026, filed 12 May 2026.