SEC 13F Intelligence

Ptm Wealth Management, LLC / XLK

Ptm Wealth Management, LLC’s Select Sector Spdr Tr Position

Does Ptm Wealth Management, LLC own Select Sector Spdr Tr (XLK)? Yes — 163.4K shares worth $22M (+11.84% of its 13F portfolio) as of Q1 2026, down from 180.4K shares the prior filed quarter.

Position Value
$22M
Q1 2026
Shares
163.4K
% of Portfolio
+11.84%
Quarters Held
5
currently held

Position History XLK

Reported value by quarter
Q1 ’25: $14MQ1 ’25Q2 ’25: $22MQ2 ’25Q3 ’25: $25MQ3 ’25Q4 ’25: $26MQ4 ’25Q1 ’26: $22MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026163.4K$22M+11.84%
Q4 2025180.4K$26M+14.72%
Q3 202587.7K$25M+15.06%
Q2 202585.8K$22M+14.59%
Q1 202578.8K$14M+14.89%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ptm Wealth Management, LLC’s full portfolio or all institutional holders of XLK.