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

Truvestments Capital’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	$774K	Buy	5,825 +8	+0.1%	+$1.13K	0.14%	160
2025 Q4	$838K	Sell	5,817 -175	-3%	-$25.3K	0.15%	135
2025 Q3	$844K	Buy	5,992 +162	+3%	+$21.5K	0.15%	132
2025 Q2	$738K	Sell	5,830 -326	-5%	-$36.2K	0.15%	134
2025 Q1	$636K	Buy	6,156 +412	+7%	+$46.7K	0.14%	134
2024 Q4	$668K	Sell	5,744 -94	-2%	-$10.9K	0.17%	113
2024 Q3	$659K	Buy	5,838 +112	+2%	+$12.3K	0.18%	103
2024 Q2	$648K	Buy	5,726 +12	+0.2%	+$1.26K	0.26%	92
2024 Q1	$595K	Buy	5,714 +264	+5%	+$26.7K	0.23%	94
2023 Q4	$525K	Buy	5,450 +12	+0.2%	+$1.07K	0.24%	79
2023 Q3	$446K	Buy	5,438 +12	+0.2%	+$1.03K	0.23%	78
2023 Q2	$472K	Buy	5,426 +118	+2%	+$9.3K	0.23%	81
2023 Q1	$401K	Sell	5,308 -490	-8%	-$33.7K	0.21%	89
2022 Q4	$361K	Sell	5,798 -32	-0.5%	-$2.03K	0.2%	95
2022 Q3	$346K	Buy	5,830 +16	+0.3%	+$1.09K	0.22%	103
2022 Q2	$370K	Sell	5,814 -6	-0.1%	-$418	0.22%	104
2022 Q1	$463K	Buy	5,820 +90	+2%	+$7.07K	0.25%	94
2021 Q4	$498K	Buy	5,730 +70	+1%	+$5.76K	0.25%	94
2021 Q3	$423K	Sell	5,660 -12	-0.2%	-$926	0.23%	105
2021 Q2	$419K	Buy	5,672 +110	+2%	+$7.71K	0.23%	111
2021 Q1	$369K	Sell	5,562 -666	-11%	-$44K	0.21%	123
2020 Q4	$404K	Buy	6,228 +80	+1%	+$4.87K	0.28%	95
2020 Q3	$358K	Buy	6,148 +158	+3%	+$8.93K	0.32%	88
2020 Q2	$312K	Buy	5,990 +2,030	+51%	+$95.5K	0.32%	72
2020 Q1	$159K	Buy	+3,960	New	+$181K	0.2%	99
2019 Q4	–	Sell	-900	Closed	-$36K	–	605
2019 Q3	$36K	Sell	900 -5,250	-85%	-$210K	0.02%	312
2019 Q2	$240K	Sell	6,150 -368	-6%	-$14K	0.16%	123
2019 Q1	$241K	Buy	+6,518	New	+$223K	0.19%	102
2018 Q3	$900K	Hold	23,894	–	–	0.43%	66
2018 Q2	$830K	Buy	+23,894	New	+$820K	0.52%	65

Other funds holding XLK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Truvestments Capital's XLK Position: Q1 2026 in Review

Truvestments Capital increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.14% in Q1 2026, buying an estimated $1.13K and bringing the position to 5,825 shares worth $774K. The position accounts for 0.14% of the portfolio, ranked #160.

Truvestments Capital first reported a position in XLK in Q2 2018 and has held it in 30 quarters since. The position peaked at $900K in Q3 2018. 2,402 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Truvestments Capital held 5,825 shares of State Street Technology Select Sector SPDR ETF worth $774K as of Q1 2026.
Truvestments Capital bought 8 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $1.13K.
State Street Technology Select Sector SPDR ETF made up 0.14% of Truvestments Capital's portfolio in Q1 2026, its #160 holding.
Truvestments Capital first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2018 and has held it in 30 quarters since.
Truvestments Capital's State Street Technology Select Sector SPDR ETF position peaked at $900K in Q3 2018.
2,402 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Truvestments Capital's 13F filing for Q1 2026, filed 13 May 2026.