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

Perigon 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	$10.8M	Buy	56,903 +6,682	+13%	+$1.14M	0.17%	121
2026 Q1	$6.67M	Sell	50,221 -845	-2%	-$119K	0.12%	169
2025 Q4	$7.35M	Buy	51,066 +362	+0.7%	+$52.3K	0.13%	147
2025 Q3	$7.15M	Sell	50,704 -1,224	-2%	-$162K	0.15%	140
2025 Q2	$6.57M	Sell	51,928 -2,764	-5%	-$307K	0.15%	135
2025 Q1	$5.65M	Sell	54,692 -66	-0.1%	-$7.48K	0.15%	144
2024 Q4	$6.31M	Buy	54,758 +1,070	+2%	+$124K	0.16%	132
2024 Q3	$6.06M	Sell	53,688 -2,354	-4%	-$258K	0.16%	131
2024 Q2	$6.34M	Sell	56,042 -9,734	-15%	-$1.02M	0.18%	114
2024 Q1	$6.85M	Sell	65,776 -2,822	-4%	-$285K	0.21%	112
2023 Q4	$6.6M	Buy	68,598 +14,594	+27%	+$1.3M	0.22%	109
2023 Q3	$4.43M	Sell	54,004 -1,546	-3%	-$133K	0.18%	123
2023 Q2	$4.83M	Buy	55,550 +19,622	+55%	+$1.55M	0.19%	119
2023 Q1	$2.71M	Sell	35,928 -866	-2%	-$59.6K	0.15%	135
2022 Q4	$2.29M	Buy	36,794 +16,180	+78%	+$1.03M	0.14%	158
2022 Q3	$1.22M	Buy	20,614 +418	+2%	+$28.5K	0.11%	182
2022 Q2	$1.28M	Buy	20,196 +2,530	+14%	+$176K	0.11%	184
2022 Q1	$1.4M	Sell	17,666 -120	-0.7%	-$9.42K	0.1%	183
2021 Q4	$1.55M	Buy	17,786 +700	+4%	+$57.6K	0.11%	163
2021 Q3	$1.28M	Sell	17,086 -2,350	-12%	-$181K	0.11%	172
2021 Q2	$1.44M	Buy	19,436 +1,842	+10%	+$129K	0.13%	145
2021 Q1	$1.17M	Sell	17,594 -156	-0.9%	-$10.3K	0.12%	162
2020 Q4	$1.15M	Buy	17,750 +1,156	+7%	+$70.4K	0.13%	127
2020 Q3	$968K	Sell	16,594 -998	-6%	-$56.4K	0.14%	129
2020 Q2	$919K	Sell	17,592 -48	-0.3%	-$2.26K	0.15%	113
2020 Q1	$751K	Buy	17,640 +192	+1%	+$8.76K	0.14%	121
2019 Q4	$807K	Sell	17,448 -186	-1%	-$7.96K	0.16%	104
2019 Q3	$727K	Buy	17,634 +2,278	+15%	+$91.1K	0.17%	95
2019 Q2	$599K	Sell	15,356 -3,014	-16%	-$115K	0.14%	109
2019 Q1	$724K	Sell	18,370 -4,834	-21%	-$165K	0.17%	97
2018 Q4	$765K	Buy	23,204 +3,060	+15%	+$104K	0.2%	90
2018 Q3	$759K	Buy	20,144 +8,070	+67%	+$296K	0.19%	92
2018 Q2	$419K	Hold	12,074	–	–	0.13%	147
2018 Q1	$395K	Hold	12,074	–	–	0.15%	105
2017 Q4	$386K	Hold	12,074	–	–	0.14%	88
2017 Q3	$357K	Sell	12,074 -1,380	-10%	-$39.8K	0.12%	140
2017 Q2	$368K	Sell	13,454 -954	-7%	-$26.3K	0.08%	193
2017 Q1	$384K	Hold	14,408	–	–	0.08%	199
2016 Q4	$381K	Buy	+14,408	New	+$344K	0.08%	196

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

Perigon Wealth Management's XLK Position: Q2 2026 in Review

Perigon Wealth Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 13% in Q2 2026, buying an estimated $1.14M and bringing the position to 56,903 shares worth $10.8M. The position accounts for 0.17% of the portfolio, ranked #121.

Perigon Wealth Management first reported a position in XLK in Q4 2016 and has held it in 39 quarters since. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Perigon Wealth Management held 56,903 shares of State Street Technology Select Sector SPDR ETF worth $10.8M as of Q2 2026.
Perigon Wealth Management bought 6,682 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $1.14M.
State Street Technology Select Sector SPDR ETF made up 0.17% of Perigon Wealth Management's portfolio in Q2 2026, its #121 holding.
Perigon Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2016 and has held it in 39 quarters since.
2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.