Trinity Financial Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History
Bought
Maintained
Sold
Other funds holding XLK
Trinity Financial Advisors's XLK Position: Q3 2026 in Review
Trinity Financial Advisors held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q3 2026 at 3,412 shares worth $668K. The position accounts for 0.17% of the portfolio, ranked #51.
Trinity Financial Advisors first reported a position in XLK in Q4 2021 and has held it in 11 quarters since. The position peaked at $700K in Q4 2021. 1,720 funds tracked by Wall St. Rank hold XLK as of Q3 2026.
- Trinity Financial Advisors held 3,412 shares of State Street Technology Select Sector SPDR ETF worth $668K as of Q3 2026.
- Trinity Financial Advisors left its State Street Technology Select Sector SPDR ETF share count unchanged in Q3 2026.
- State Street Technology Select Sector SPDR ETF made up 0.17% of Trinity Financial Advisors's portfolio in Q3 2026, its #51 holding.
- Trinity Financial Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and has held it in 11 quarters since.
- Trinity Financial Advisors's State Street Technology Select Sector SPDR ETF position peaked at $700K in Q4 2021.
- 1,720 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.
Based on Trinity Financial Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.