Trail Ridge Investment Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Trail Ridge 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 Q1	$325K	Sell	2,442 -604	-20%	-$85.1K	0.14%	87
2025 Q4	$439K	Sell	3,046 -2,800	-48%	-$404K	0.19%	79
2025 Q3	$824K	Buy	5,846 +2,800	+92%	+$371K	0.37%	53
2025 Q2	$400K	Buy	3,046 +532	+21%	+$59K	0.19%	77
2025 Q1	$260K	Buy	2,514 +542	+27%	+$61.4K	0.13%	88
2024 Q4	$229K	Hold	1,972	–	–	0.11%	100
2024 Q3	$225K	Hold	1,972	–	–	0.11%	103
2024 Q2	$223K	Hold	1,972	–	–	0.12%	101
2024 Q1	$205K	Sell	1,972 -1,146	-37%	-$116K	0.12%	101
2023 Q4	$300K	Buy	+3,118	New	+$278K	0.18%	88
2023 Q2	–	Sell	-3,946	Closed	-$298K	–	124
2023 Q1	$298K	Buy	+3,946	New	+$272K	0.19%	99

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

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

Trail Ridge Investment Advisors's XLK Position: Q1 2026 in Review

Trail Ridge Investment Advisors reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 20% in Q1 2026, selling an estimated $85.1K and leaving 2,442 shares worth $325K. The position accounts for 0.14% of the portfolio, ranked #87.

Trail Ridge Investment Advisors first reported a position in XLK in Q1 2023 and has held it in 11 quarters since. The position peaked at $824K in Q3 2025. 2,404 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Trail Ridge Investment Advisors held 2,442 shares of State Street Technology Select Sector SPDR ETF worth $325K as of Q1 2026.
Trail Ridge Investment Advisors sold 604 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $85.1K.
State Street Technology Select Sector SPDR ETF made up 0.14% of Trail Ridge Investment Advisors's portfolio in Q1 2026, its #87 holding.
Trail Ridge Investment Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2023 and has held it in 11 quarters since.
Trail Ridge Investment Advisors's State Street Technology Select Sector SPDR ETF position peaked at $824K in Q3 2025.
2,404 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Trail Ridge Investment Advisors's 13F filing for Q1 2026, filed 5 May 2026.