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

TritonPoint 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
2026 Q2	$11.5M	Sell	60,504 -5,336	-8%	-$912K	1.13%	22
2026 Q1	$8.75M	Sell	65,840 -1,355	-2%	-$191K	0.94%	27
2025 Q4	$9.68M	Sell	67,195 -4,125	-6%	-$596K	0.98%	26
2025 Q3	$10.1M	Buy	71,320 +120	+0.2%	+$15.9K	0.86%	28
2025 Q2	$9.01M	Sell	71,200 -1,798	-2%	-$200K	0.83%	29
2025 Q1	$7.54M	Sell	72,998 -888	-1%	-$101K	0.72%	38
2024 Q4	$8.59M	Sell	73,886 -906	-1%	-$105K	0.78%	30
2024 Q3	$8.42M	Sell	74,792 -5,160	-6%	-$566K	0.77%	34
2024 Q2	$9.04M	Buy	79,952 +184	+0.2%	+$19.4K	0.87%	30
2024 Q1	$6.55M	Buy	79,768 +10,658	+15%	+$1.08M	0.69%	36
2023 Q4	$6.65M	Buy	+69,110	New	+$6.15M	0.65%	43

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

TritonPoint Wealth's XLK Position: Q2 2026 in Review

TritonPoint Wealth reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 8.1% in Q2 2026, selling an estimated $912K and leaving 60,504 shares worth $11.5M. The position accounts for 1.13% of the portfolio, ranked #22.

TritonPoint Wealth first reported a position in XLK in Q4 2023 and has held it in 11 quarters since. 2,654 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

TritonPoint Wealth held 60,504 shares of State Street Technology Select Sector SPDR ETF worth $11.5M as of Q2 2026.
TritonPoint Wealth sold 5,336 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $912K.
State Street Technology Select Sector SPDR ETF made up 1.13% of TritonPoint Wealth's portfolio in Q2 2026, its #22 holding.
TritonPoint Wealth first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
2,654 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on TritonPoint Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.