Triangle Securities Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Triangle Securities 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	$1.8M	Sell	9,460 -30	-0.3%	-$5.13K	0.36%	75
2026 Q1	$1.26M	Sell	9,490 -100	-1%	-$14.1K	0.29%	85
2025 Q4	$1.38M	Sell	9,590 -310	-3%	-$44.8K	0.29%	83
2025 Q3	$1.4M	Hold	9,900	–	–	0.32%	77
2025 Q2	$1.25M	Buy	9,900 +250	+3%	+$27.7K	0.31%	82
2025 Q1	$996K	Hold	9,650	–	–	0.26%	102
2024 Q4	$1.12M	Hold	9,650	–	–	0.29%	89
2024 Q3	$1.09M	Hold	9,650	–	–	0.28%	93
2024 Q2	$1.09M	Sell	9,650 -2,000	-17%	-$211K	0.31%	86
2024 Q1	$1.21M	Hold	11,650	–	–	0.35%	81
2023 Q4	$1.12M	Hold	11,650	–	–	0.35%	83
2023 Q3	$955K	Hold	11,650	–	–	0.34%	81
2023 Q2	$1.01M	Hold	11,650	–	–	0.35%	82
2023 Q1	$880K	Hold	11,650	–	–	0.31%	97
2022 Q4	$725K	Hold	11,650	–	–	0.27%	108
2022 Q3	$692K	Hold	11,650	–	–	0.28%	104
2022 Q2	$740K	Hold	11,650	–	–	0.29%	102
2022 Q1	$926K	Sell	11,650 -210	-2%	-$16.5K	0.31%	96
2021 Q4	$1.03M	Sell	11,860 -572	-5%	-$47.1K	0.32%	95
2021 Q3	$928K	Sell	12,432 -28	-0.2%	-$2.16K	0.32%	97
2021 Q2	$920K	Hold	12,460	–	–	0.31%	98
2021 Q1	$827K	Hold	12,460	–	–	0.3%	101
2020 Q4	$810K	Hold	12,460	–	–	0.32%	97
2020 Q3	$727K	Hold	12,460	–	–	0.33%	94
2020 Q2	$651K	Sell	12,460 -300	-2%	-$14.1K	0.31%	95
2020 Q1	$513K	Sell	12,760 -200	-2%	-$9.13K	0.3%	94
2019 Q4	$594K	Hold	12,960	–	–	0.26%	103
2019 Q3	$522K	Hold	12,960	–	–	0.26%	104
2019 Q2	$514K	Sell	12,960 -160	-1%	-$6.1K	0.26%	96
2019 Q1	$485K	Sell	13,120 -440	-3%	-$15.1K	0.25%	98
2018 Q4	$420K	Hold	13,560	–	–	0.25%	100
2018 Q3	$511K	Hold	13,560	–	–	0.27%	96
2018 Q2	$471K	Sell	13,560 -160	-1%	-$5.49K	0.26%	99
2018 Q1	$449K	Hold	13,720	–	–	0.26%	102
2017 Q4	$439K	Hold	13,720	–	–	0.25%	101
2017 Q3	$405K	Hold	13,720	–	–	0.24%	98
2017 Q2	$375K	Hold	13,720	–	–	0.25%	98
2017 Q1	$366K	Hold	13,720	–	–	0.23%	99
2016 Q4	$332K	Hold	13,720	–	–	0.22%	99
2016 Q3	$328K	Sell	13,720 -200	-1%	-$4.65K	0.23%	99
2016 Q2	$302K	Hold	13,920	–	–	0.23%	102
2016 Q1	$309K	Buy	+13,920	New	+$288K	0.2%	108
2015 Q4	–	Sell	-13,920	Closed	-$275K	–	141
2015 Q3	$275K	Hold	13,920	–	–	0.21%	107
2015 Q2	$288K	Buy	13,920 +600	+5%	+$12.8K	0.2%	112
2015 Q1	$276K	Hold	13,320	–	–	0.19%	116
2014 Q4	$275K	Sell	13,320 -1,160	-8%	-$23.5K	0.2%	108
2014 Q3	$289K	Hold	14,480	–	–	0.22%	97
2014 Q2	$278K	Hold	14,480	–	–	0.21%	102
2014 Q1	$219K	Hold	14,480	–	–	0.2%	111
2013 Q4	$259K	Hold	14,480	–	–	0.21%	105
2013 Q3	$232K	Hold	14,480	–	–	0.2%	108
2013 Q2	$221K	Buy	+14,480	New	+$224K	0.16%	110

Other funds holding XLK

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

LFS

Lighthouse Financial Services Brea, California $476M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Triangle Securities Wealth Management's XLK Position: Q2 2026 in Review

Triangle Securities Wealth Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.32% in Q2 2026, selling an estimated $5.13K and leaving 9,460 shares worth $1.8M. The position accounts for 0.36% of the portfolio, ranked #75.

Triangle Securities Wealth Management first reported a position in XLK in Q2 2013 and has held it in 52 quarters since. 587 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Triangle Securities Wealth Management held 9,460 shares of State Street Technology Select Sector SPDR ETF worth $1.8M as of Q2 2026.
Triangle Securities Wealth Management sold 30 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $5.13K.
State Street Technology Select Sector SPDR ETF made up 0.36% of Triangle Securities Wealth Management's portfolio in Q2 2026, its #75 holding.
Triangle Securities Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2013 and has held it in 52 quarters since.
587 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.