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TrinityPoint Wealth’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

TrinityPoint Wealth’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
2024
Q4 		$9.29M Buy
79,900
+3,264
+4% +$380K 1.31% 11
2024
Q3 		$8.65M Sell
76,636
-4,074
-5% -$447K 1.24% 12
2024
Q2 		$9.13M Buy
80,710
+2,224
+3% +$234K 1.43% 11
2024
Q1 		$8.17M Sell
78,486
-5,108
-6% -$517K 1.35% 15
2023
Q4 		$8.05M Sell
83,594
-2,884
-3% -$257K 1.46% 13
2023
Q3 		$7.09M Buy
86,478
+672
+0.8% +$57.6K 1.41% 13
2023
Q2 		$7.46M Sell
85,806
-17,798
-17% -$1.4M 1.46% 12
2023
Q1 		$7.82M Sell
103,604
-6,688
-6% -$460K 1.68% 9
2022
Q4 		$6.86M Sell
110,292
-594
-0.5% -$37.7K 1.56% 12
2022
Q3 		$6.58M Sell
110,886
-10,602
-9% -$724K 1.51% 13
2022
Q2 		$7.72M Buy
121,488
+15,296
+14% +$1.07M 1.71% 11
2022
Q1 		$8.44M Sell
106,192
-7,052
-6% -$554K 1.53% 12
2021
Q4 		$9.85M Sell
113,244
-3,122
-3% -$257K 1.75% 9
2021
Q3 		$8.69M Buy
116,366
+11,200
+11% +$864K 1.66% 9
2021
Q2 		$7.76M Buy
105,166
+29,010
+38% +$2.03M 1.59% 9
2021
Q1 		$5.06M Buy
76,156
+2,620
+4% +$173K 1.18% 19
2020
Q4 		$4.93M Buy
73,536
+12,066
+20% +$735K 1.18% 17
2020
Q3 		$3.59M Sell
61,470
-8,084
-12% -$457K 1% 21
2020
Q2 		$3.63M Sell
69,554
-3,248
-4% -$153K 1.15% 17
2020
Q1 		$2.93M Sell
72,802
-26,126
-26% -$1.19M 1.16% 21
2019
Q4 		$4.53M Buy
98,928
+4,978
+5% +$213K 1.53% 12
2019
Q3 		$4M Buy
93,950
+4,520
+5% +$181K 1.39% 14
2019
Q2 		$3.7M Buy
89,430
+13,120
+17% +$500K 1.77% 10
2019
Q1 		$2.82M Buy
76,310
+21,770
+40% +$745K 1.39% 12
2018
Q4 		$1.69M Buy
+54,540
New +$1.84M 1.04% 24

Other funds holding XLK

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

TrinityPoint Wealth's XLK Position: Q4 2024 in Review

TrinityPoint Wealth increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 4.3% in Q4 2024, buying an estimated $380K and bringing the position to 79,900 shares worth $9.29M. The position accounts for 1.31% of the portfolio, ranked #11.

TrinityPoint Wealth first reported a position in XLK in Q4 2018 and has held it in 25 quarters since. The position peaked at $9.85M in Q4 2021. 2,194 funds tracked by Wall St. Rank hold XLK as of Q4 2024.

  • TrinityPoint Wealth held 79,900 shares of State Street Technology Select Sector SPDR ETF worth $9.29M as of Q4 2024.
  • TrinityPoint Wealth bought 3,264 State Street Technology Select Sector SPDR ETF shares in Q4 2024, an estimated $380K.
  • State Street Technology Select Sector SPDR ETF made up 1.31% of TrinityPoint Wealth's portfolio in Q4 2024, its #11 holding.
  • TrinityPoint Wealth first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2018 and has held it in 25 quarters since.
  • TrinityPoint Wealth's State Street Technology Select Sector SPDR ETF position peaked at $9.85M in Q4 2021.
  • 2,194 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.