Princeton Capital Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Princeton Capital 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 Q1	–	Sell	-1,480	Closed	-$213K	–	150
2025 Q4	$213K	Buy	+1,480	New	+$214K	0.06%	139
2019 Q4	–	Sell	-1,020	Closed	-$41K	–	235
2019 Q3	$41K	Hold	1,020	–	–	0.02%	156
2019 Q2	$40K	Hold	1,020	–	–	0.02%	159
2019 Q1	$38K	Hold	1,020	–	–	0.02%	162
2018 Q4	$32K	Sell	1,020 -3,422	-77%	-$116K	0.02%	171
2018 Q3	$167K	Hold	4,442	–	–	0.07%	107
2018 Q2	$154K	Hold	4,442	–	–	0.07%	109
2018 Q1	$145K	Buy	+4,442	New	+$149K	0.06%	107

Other funds holding XLK

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $501B 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 $376B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return