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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
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

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 $501B 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 $376B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return