Trifecta Capital Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Trifecta Capital 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	$3.85M	Hold	20,187	–	–	0.5%	48
2026 Q1	$2.68M	Sell	20,187 -2,415	-11%	-$340K	0.42%	50
2025 Q4	$3.25M	Sell	22,602 -72	-0.3%	-$10.4K	0.48%	49
2025 Q3	$3.2M	Buy	22,674 +24	+0.1%	+$3.18K	0.49%	50
2025 Q2	$2.87M	Hold	22,650	–	–	0.48%	47
2025 Q1	$2.34M	Sell	22,650 -1,482	-6%	-$168K	0.49%	49
2024 Q4	$2.81M	Sell	24,132 -908	-4%	-$106K	0.55%	46
2024 Q3	$2.83M	Hold	25,040	–	–	0.59%	49
2024 Q2	$2.83M	Buy	25,040 +300	+1%	+$31.6K	0.63%	45
2024 Q1	$2.58M	Sell	24,740 -158	-0.6%	-$16K	0.63%	46
2023 Q4	$2.4M	Buy	24,898 +122	+0.5%	+$10.9K	0.66%	44
2023 Q3	$2.03M	Sell	24,776 -6,370	-20%	-$546K	0.65%	43
2023 Q2	$2.71M	Hold	31,146	–	–	0.87%	33
2023 Q1	$2.35M	Hold	31,146	–	–	0.83%	39
2022 Q4	$1.94M	Buy	+31,146	New	+$1.98M	0.77%	41

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

Trifecta Capital Advisors's XLK Position: Q2 2026 in Review

Trifecta Capital Advisors held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 20,187 shares worth $3.85M. The position accounts for 0.5% of the portfolio, ranked #48.

Trifecta Capital Advisors first reported a position in XLK in Q4 2022 and has held it in 15 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Trifecta Capital Advisors held 20,187 shares of State Street Technology Select Sector SPDR ETF worth $3.85M as of Q2 2026.
Trifecta Capital Advisors left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.5% of Trifecta Capital Advisors's portfolio in Q2 2026, its #48 holding.
Trifecta Capital Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.