Torrey-Payne Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Torrey-Payne Wealth 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 Q2	$3.41M	Buy	17,907 +545	+3%	+$93.1K	2.81%	12
2026 Q1	$2.31M	Buy	17,362 +454	+3%	+$64K	2.12%	14
2025 Q4	$2.47M	Buy	+16,908	New	+$2.44M	2.21%	13

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

Torrey-Payne Wealth Management's XLK Position: Q2 2026 in Review

Torrey-Payne Wealth Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 3.1% in Q2 2026, buying an estimated $93.1K and bringing the position to 17,907 shares worth $3.41M. The position accounts for 2.81% of the portfolio, ranked #12.

Torrey-Payne Wealth Management first reported a position in XLK in Q4 2025 and has held it in 3 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Torrey-Payne Wealth Management held 17,907 shares of State Street Technology Select Sector SPDR ETF worth $3.41M as of Q2 2026.
Torrey-Payne Wealth Management bought 545 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $93.1K.
State Street Technology Select Sector SPDR ETF made up 2.81% of Torrey-Payne Wealth Management's portfolio in Q2 2026, its #12 holding.
Torrey-Payne Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Torrey-Payne Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.