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Turning Point Benefit Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Turning Point Benefit Group’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 		– Sell
-30
Closed -$4.32K – 811
2025
Q4 		$4.32K Hold
30
– – ﹤0.01% 320
2025
Q3 		$4.27K Buy
+30
New +$3.97K ﹤0.01% 245

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 $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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Turning Point Benefit Group's XLK Position: Q1 2026 in Review

Turning Point Benefit Group sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q1 2026, closing a stake of 30 shares — an estimated $4.32K sold.

Turning Point Benefit Group first reported a position in XLK in Q3 2025 and held it in 2 quarters. The position peaked at $4.32K in Q4 2025. 2,401 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

  • Turning Point Benefit Group reported no remaining State Street Technology Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
  • Turning Point Benefit Group sold 30 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $4.32K.
  • Turning Point Benefit Group first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2025 and held it in 2 quarters.
  • Turning Point Benefit Group's State Street Technology Select Sector SPDR ETF position peaked at $4.32K in Q4 2025.
  • 2,401 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.