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Strategic Point Investment Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Strategic Point 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
Q2 		$44.6M Buy
233,868
+2,468
+1% +$422K 5.81% 7
2026
Q1 		$30.8M Buy
231,400
+849
+0.4% +$120K 4.47% 9
2025
Q4 		$33.2M Buy
230,551
+709
+0.3% +$102K 4.59% 9
2025
Q3 		$32.4M Buy
229,842
+1,118
+0.5% +$148K 4.65% 9
2025
Q2 		$29M Sell
228,724
-580
-0.3% -$64.4K 4.47% 9
2025
Q1 		$23.7M Sell
229,304
-3,784
-2% -$429K 3.94% 9
2024
Q4 		$27.1M Sell
233,088
-962
-0.4% -$112K 4.42% 8
2024
Q3 		$26.4M Sell
234,050
-846
-0.4% -$92.9K 4.36% 9
2024
Q2 		$26.6M Sell
234,896
-1,142
-0.5% -$120K 4.76% 9
2024
Q1 		$24.6M Buy
236,038
+32,174
+16% +$3.25M 4.46% 10
2023
Q4 		$19.6M Sell
203,864
-4,476
-2% -$398K 3.79% 10
2023
Q3 		$17.1M Buy
208,340
+1,130
+0.5% +$96.9K 3.65% 11
2023
Q2 		$18M Sell
207,210
-5,032
-2% -$397K 3.69% 11
2023
Q1 		$16M Sell
212,242
-316
-0.1% -$21.7K 3.57% 10
2022
Q4 		$13.2M Buy
212,558
+598
+0.3% +$38K 3.18% 13
2022
Q3 		$12.6M Sell
211,960
-822
-0.4% -$56.1K 3.52% 11
2022
Q2 		$13.5M Buy
212,782
+3,312
+2% +$231K 3.76% 12
2022
Q1 		$16.6M Sell
209,470
-3,722
-2% -$292K 3.8% 10
2021
Q4 		$18.5M Buy
213,192
+4,216
+2% +$347K 4.18% 11
2021
Q3 		$15.6M Sell
208,976
-2,750
-1% -$212K 3.82% 12
2021
Q2 		$15.6M Sell
211,726
-2,726
-1% -$191K 3.8% 12
2021
Q1 		$14.2M Sell
214,452
-2,986
-1% -$197K 3.77% 12
2020
Q4 		$14.4M Sell
217,438
-14,386
-6% -$876K 3.98% 11
2020
Q3 		$13.5M Sell
231,824
-4,174
-2% -$236K 4.3% 10
2020
Q2 		$12.9M Sell
235,998
-1,384
-0.6% -$65.1K 4.23% 10
2020
Q1 		$9.54M Sell
237,382
-6,610
-3% -$302K 4.09% 10
2019
Q4 		$11.2M Sell
243,992
-133,202
-35% -$5.7M 4.09% 11
2019
Q3 		$15.2M Sell
377,194
-5,716
-1% -$229K 5.94% 8
2019
Q2 		$14.9M Sell
382,910
-17,332
-4% -$661K 6.34% 7
2019
Q1 		$14.8M Sell
400,242
-35,104
-8% -$1.2M 6.65% 6
2018
Q4 		$13.5M Sell
435,346
-780
-0.2% -$26.4K 6.39% 6
2018
Q3 		$16.4K Sell
436,126
-267,940
-38% -$9.83M 0.4% 7
2018
Q2 		$24.5M Buy
704,066
+508
+0.1% +$17.4K 9.59% 2
2018
Q1 		$23M Buy
703,558
+3,282
+0.5% +$110K 9.44% 2
2017
Q4 		$22.4M Sell
700,276
-177,670
-20% -$5.57M 8.77% 3
2017
Q3 		$25.9M Sell
877,946
-6,160
-0.7% -$177K 9.66% 2
2017
Q2 		$24.2M Sell
884,106
-7,514
-0.8% -$207K 9.43% 2
2017
Q1 		$23.8K Sell
891,620
-184,164
-17% -$4.75M 0.18% 3
2016
Q4 		$26M Sell
1,075,784
-1,390
-0.1% -$33.2K 10.66% 2
2016
Q3 		$25.7M Sell
1,077,174
-268,768
-20% -$6.24M 11.23% 2
2016
Q2 		$29.2M Sell
1,345,942
-17,460
-1% -$379K 13.04% 2
2016
Q1 		$30.2M Buy
1,363,402
+17,250
+1% +$356K 13.59% 2
2015
Q4 		$28.8M Sell
1,346,152
-26,518
-2% -$571K 12.36% 2
2015
Q3 		$27.1M Buy
1,372,670
+5,902
+0.4% +$122K 12.57% 2
2015
Q2 		$282M Sell
1,366,768
-49,098
-3% -$1.05M 55.87% 1
2015
Q1 		$29.3M Sell
1,415,866
-8,528
-0.6% -$178K 11.07% 3
2014
Q4 		$29.4M Buy
1,424,394
+8,068
+0.6% +$164K 12.59% 3
2014
Q3 		$28.3M Sell
1,416,326
-12,106
-0.8% -$240K 12.54% 3
2014
Q2 		$27.4M Buy
1,428,432
+21,936
+2% +$406K 12.31% 3
2014
Q1 		$25.6M Sell
1,406,496
-660,730
-32% -$11.8M 12.63% 3
2013
Q4 		$36.9M Sell
2,067,226
-35,298
-2% -$598K 17.79% 3
2013
Q3 		$33.7M Sell
2,102,524
-19,456
-0.9% -$310K 17.58% 3
2013
Q2 		$32.5M Buy
+2,121,980
New +$32.8M 18.96% 3

Other funds holding XLK

CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
BAM
Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return