Trinity Financial Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Trinity Financial 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	$650K	Hold	3,412	–	–	0.17%	51
2026 Q1	$453K	Buy	3,412 +1	+0%	+$141	0.13%	60
2025 Q4	$491K	Sell	3,411 -1	-0%	-$144	0.14%	56
2025 Q3	$481K	Hold	3,412	–	–	0.14%	59
2025 Q2	$432K	Hold	3,412	–	–	0.13%	61
2025 Q1	$333K	Sell	3,412 -80	-2%	-$9.07K	0.12%	60
2024 Q4	$405K	Buy	3,492 +62	+2%	+$7.21K	0.15%	50
2024 Q3	$420K	Sell	3,430 -2,604	-43%	-$286K	0.19%	51
2024 Q2	$682K	Buy	+6,034	New	+$635K	0.31%	36
2022 Q1	–	Sell	-8,054	Closed	-$700K	–	70
2021 Q4	$700K	Buy	+8,054	New	+$663K	0.41%	19

Other funds holding XLK

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

Trinity Financial Advisors's XLK Position: Q2 2026 in Review

Trinity Financial Advisors held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 3,412 shares worth $650K. 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 10 quarters since. The position peaked at $700K in Q4 2021. 955 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Trinity Financial Advisors held 3,412 shares of State Street Technology Select Sector SPDR ETF worth $650K as of Q2 2026.
Trinity Financial 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 0.17% of Trinity Financial Advisors's portfolio in Q2 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 10 quarters since.
Trinity Financial Advisors's State Street Technology Select Sector SPDR ETF position peaked at $700K in Q4 2021.
955 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Trinity Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.