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

Hamilton Point Investment 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 Q2	$317K	Hold	1,662	–	–	0.04%	116
2026 Q1	$221K	Sell	1,662 -70	-4%	-$9.86K	0.03%	131
2025 Q4	$249K	Hold	1,732	–	–	0.04%	121
2025 Q3	$244K	Hold	1,732	–	–	0.04%	120
2025 Q2	$219K	Hold	1,732	–	–	0.04%	124
2025 Q1	$179K	Sell	1,732 -48	-3%	-$5.44K	0.03%	122
2024 Q4	$207K	Buy	1,780 +48	+3%	+$5.58K	0.04%	124
2024 Q3	$196K	Hold	1,732	–	–	0.03%	121
2024 Q2	$196K	Hold	1,732	–	–	0.04%	116
2024 Q1	$180K	Hold	1,732	–	–	0.03%	119
2023 Q4	$167K	Hold	1,732	–	–	0.03%	123
2023 Q3	$142K	Hold	1,732	–	–	0.04%	117
2023 Q2	$151K	Hold	1,732	–	–	0.04%	121
2023 Q1	$131K	Buy	+1,732	New	+$119K	0.03%	119

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

Hamilton Point Investment Advisors's XLK Position: Q2 2026 in Review

Hamilton Point Investment Advisors held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 1,662 shares worth $317K. The position accounts for 0.04% of the portfolio, ranked #116.

Hamilton Point Investment Advisors first reported a position in XLK in Q1 2023 and has held it in 14 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Hamilton Point Investment Advisors held 1,662 shares of State Street Technology Select Sector SPDR ETF worth $317K as of Q2 2026.
Hamilton Point Investment Advisors left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.04% of Hamilton Point Investment Advisors's portfolio in Q2 2026, its #116 holding.
Hamilton Point Investment Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2023 and has held it in 14 quarters since.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Hamilton Point Investment Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.