Pin Oak Investment Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Pin Oak 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 Q1	$249K	Sell	1,872 -100	-5%	-$14.1K	0.18%	94
2025 Q4	$278K	Hold	1,972	–	–	0.2%	82
2025 Q3	$278K	Hold	1,972	–	–	0.2%	83
2025 Q2	$203K	Hold	1,972	–	–	0.17%	91
2025 Q1	$203K	Hold	1,972	–	–	0.15%	99
2024 Q4	$223K	Hold	1,972	–	–	0.2%	80
2024 Q3	$222K	Sell	1,972 -12	-0.6%	-$1.32K	0.2%	80
2024 Q2	$224K	Buy	1,984 +12	+0.6%	+$1.26K	0.21%	70
2024 Q1	$205K	Hold	1,972	–	–	0.2%	87
2023 Q4	$190K	Hold	1,972	–	–	0.19%	86
2023 Q3	$162K	Hold	1,972	–	–	0.18%	90
2023 Q2	$171K	Sell	1,972 -396	-17%	-$31.2K	0.19%	88
2023 Q1	$179K	Buy	2,368 +396	+20%	+$27.3K	0.22%	79
2022 Q4	$123K	Buy	1,972 +400	+25%	+$25.4K	0.15%	90
2022 Q3	$93K	Hold	1,572	–	–	0.12%	106
2022 Q2	$100K	Hold	1,572	–	–	0.12%	104
2022 Q1	$125K	Hold	1,572	–	–	0.13%	103
2021 Q4	$137K	Hold	1,572	–	–	0.14%	102
2021 Q3	$117K	Hold	1,572	–	–	0.13%	104
2021 Q2	$116K	Buy	1,572 +176	+13%	+$12.3K	0.12%	114
2021 Q1	$93K	Hold	1,396	–	–	0.08%	138
2020 Q4	$91K	Hold	1,396	–	–	0.07%	142
2020 Q3	$81K	Hold	1,396	–	–	0.08%	140
2020 Q2	$73K	Hold	1,396	–	–	0.07%	144
2020 Q1	$56K	Hold	1,396	–	–	0.06%	159
2019 Q4	$64K	Hold	1,396	–	–	0.05%	167
2019 Q3	$56K	Hold	1,396	–	–	0.05%	184
2019 Q2	$54K	Hold	1,396	–	–	0.04%	194
2019 Q1	$52K	Hold	1,396	–	–	0.04%	180
2018 Q4	$43K	Sell	1,396 -800	-36%	-$27.1K	0.04%	185
2018 Q3	$83K	Hold	2,196	–	–	0.06%	161
2018 Q2	$76K	Hold	2,196	–	–	0.06%	168
2018 Q1	$72K	Hold	2,196	–	–	0.06%	170
2017 Q4	$70K	Buy	+2,196	New	+$68.9K	0.05%	166

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

Pin Oak Investment Advisors's XLK Position: Q1 2026 in Review

Pin Oak Investment Advisors reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 5.1% in Q1 2026, selling an estimated $14.1K and leaving 1,872 shares worth $249K. The position accounts for 0.18% of the portfolio, ranked #94.

Pin Oak Investment Advisors first reported a position in XLK in Q4 2017 and has held it in 34 quarters since. The position peaked at $278K in Q4 2025. 2,400 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Pin Oak Investment Advisors held 1,872 shares of State Street Technology Select Sector SPDR ETF worth $249K as of Q1 2026.
Pin Oak Investment Advisors sold 100 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $14.1K.
State Street Technology Select Sector SPDR ETF made up 0.18% of Pin Oak Investment Advisors's portfolio in Q1 2026, its #94 holding.
Pin Oak Investment Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2017 and has held it in 34 quarters since.
Pin Oak Investment Advisors's State Street Technology Select Sector SPDR ETF position peaked at $278K in Q4 2025.
2,400 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Pin Oak Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.