Spinnaker Investment Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Spinnaker Investment Group’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	$397K	Buy	2,086 +44	+2%	+$7.52K	0.06%	114
2026 Q1	$271K	Sell	2,042 -60	-3%	-$8.46K	0.06%	114
2025 Q4	$303K	Hold	2,102	–	–	0.05%	129
2025 Q3	$296K	Buy	2,102 +60	+3%	+$7.95K	0.06%	124
2025 Q2	$259K	Sell	2,042 -60	-3%	-$6.66K	0.06%	84
2025 Q1	$217K	Sell	2,102 -602	-22%	-$68.3K	0.05%	99
2024 Q4	$314K	Hold	2,704	–	–	0.08%	77
2024 Q3	$305K	Sell	2,704 -372	-12%	-$40.8K	0.07%	72
2024 Q2	$348K	Buy	3,076 +738	+32%	+$77.7K	0.1%	62
2024 Q1	$243K	Buy	2,338 +252	+12%	+$25.5K	0.07%	74
2023 Q4	$201K	Buy	+2,086	New	+$186K	0.06%	83

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

Spinnaker Investment Group's XLK Position: Q2 2026 in Review

Spinnaker Investment Group increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 2.2% in Q2 2026, buying an estimated $7.52K and bringing the position to 2,086 shares worth $397K. The position accounts for 0.06% of the portfolio, ranked #114.

Spinnaker Investment Group first reported a position in XLK in Q4 2023 and has held it in 11 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Spinnaker Investment Group held 2,086 shares of State Street Technology Select Sector SPDR ETF worth $397K as of Q2 2026.
Spinnaker Investment Group bought 44 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $7.52K.
State Street Technology Select Sector SPDR ETF made up 0.06% of Spinnaker Investment Group's portfolio in Q2 2026, its #114 holding.
Spinnaker Investment Group first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Spinnaker Investment Group's 13F filing for Q2 2026, filed 10 Jul 2026.