Pinnacle Family Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Pinnacle Family 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
2025 Q4	–	Sell	-2,548	Closed	-$359K	–	152
2025 Q3	$359K	Sell	2,548 -98	-4%	-$13K	0.16%	91
2025 Q2	$335K	Buy	+2,646	New	+$294K	0.16%	90
2024 Q4	–	Sell	-3,840	Closed	-$433K	–	132
2024 Q3	$433K	Buy	3,840 +1,138	+42%	+$125K	0.22%	82
2024 Q2	$306K	Sell	2,702 -1,672	-38%	-$176K	0.17%	89
2024 Q1	$455K	Sell	4,374 -15,820	-78%	-$1.6M	0.24%	62
2023 Q4	$1.94M	Buy	20,194 +7,210	+56%	+$642K	1.14%	22
2023 Q3	$1.06M	Sell	12,984 -17,984	-58%	-$1.54M	0.61%	24
2023 Q2	$2.69M	Buy	+30,968	New	+$2.44M	1.45%	16

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Pinnacle Family Advisors's XLK Position: Q4 2025 in Review

Pinnacle Family Advisors sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q4 2025, closing a stake of 2,548 shares — an estimated $359K sold.

Pinnacle Family Advisors first reported a position in XLK in Q2 2023 and held it in 8 quarters. The position peaked at $2.69M in Q2 2023. 2,471 funds tracked by Wall St. Rank hold XLK as of Q4 2025.

Pinnacle Family Advisors reported no remaining State Street Technology Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Pinnacle Family Advisors sold 2,548 State Street Technology Select Sector SPDR ETF shares in Q4 2025, an estimated $359K.
Pinnacle Family Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2023 and held it in 8 quarters.
Pinnacle Family Advisors's State Street Technology Select Sector SPDR ETF position peaked at $2.69M in Q2 2023.
2,471 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2025.

Based on Pinnacle Family Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.