Triumph Capital Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Triumph Capital Management’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	$443K	Buy	2,326 +6	+0.3%	+$1.02K	0.08%	236
2026 Q1	$308K	Buy	2,320 +90	+4%	+$12.7K	0.06%	268
2025 Q4	$321K	Sell	2,230 -46	-2%	-$6.64K	0.07%	244
2025 Q3	$321K	Sell	2,276 -1,070	-32%	-$142K	0.09%	234
2025 Q2	$424K	Sell	3,346 -1,192	-26%	-$132K	0.13%	183
2025 Q1	$469K	Buy	4,538 +178	+4%	+$20.2K	0.16%	160
2024 Q4	$507K	Sell	4,360 -64	-1%	-$7.45K	0.17%	150
2024 Q3	$499K	Buy	+4,424	New	+$486K	0.18%	136
2022 Q3	–	Sell	-3,648	Closed	-$232K	–	232
2022 Q2	$232K	Sell	3,648 -1,304	-26%	-$90.8K	0.12%	169
2022 Q1	$394K	Sell	4,952 -28,716	-85%	-$2.25M	0.17%	126
2021 Q4	$2.93M	Sell	33,668 -1,100	-3%	-$90.6K	1.27%	16
2021 Q3	$2.6M	Sell	34,768 -2,182	-6%	-$168K	1.22%	22
2021 Q2	$2.83M	Buy	+36,950	New	+$2.59M	1.65%	11

Other funds holding XLK

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 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

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Triumph Capital Management's XLK Position: Q2 2026 in Review

Triumph Capital Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.26% in Q2 2026, buying an estimated $1.02K and bringing the position to 2,326 shares worth $443K. The position accounts for 0.08% of the portfolio, ranked #236.

Triumph Capital Management first reported a position in XLK in Q2 2021 and has held it in 13 quarters since. The position peaked at $2.93M in Q4 2021. 671 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Triumph Capital Management held 2,326 shares of State Street Technology Select Sector SPDR ETF worth $443K as of Q2 2026.
Triumph Capital Management bought 6 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $1.02K.
State Street Technology Select Sector SPDR ETF made up 0.08% of Triumph Capital Management's portfolio in Q2 2026, its #236 holding.
Triumph Capital Management first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2021 and has held it in 13 quarters since.
Triumph Capital Management's State Street Technology Select Sector SPDR ETF position peaked at $2.93M in Q4 2021.
671 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.