Badgley Phelps Wealth Managers’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Badgley Phelps Wealth Managers’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	$1.27M	Sell	9,523 -379	-4%	-$53.4K	0.03%	189
2025 Q4	$1.43M	Buy	9,902 +1,082	+12%	+$156K	0.03%	177
2025 Q3	$1.24M	Buy	8,820 +112	+1%	+$14.8K	0.03%	174
2025 Q2	$1.1M	Sell	8,708 -1,150	-12%	-$128K	0.02%	172
2025 Q1	$1.02M	Buy	9,858 +112	+1%	+$12.7K	0.02%	175
2024 Q4	$1.13M	Sell	9,746 -102	-1%	-$11.9K	0.03%	170
2024 Q3	$1.11M	Sell	9,848 -622	-6%	-$68.3K	0.03%	165
2024 Q2	$1.18M	Sell	10,470 -30	-0.3%	-$3.16K	0.03%	158
2024 Q1	$1.09M	Sell	10,500 -594	-5%	-$60.1K	0.03%	162
2023 Q4	$1.07M	Buy	11,094 +84	+0.8%	+$7.48K	0.03%	158
2023 Q3	$902K	Sell	11,010 -642	-6%	-$55.1K	0.03%	149
2023 Q2	$1.01M	Buy	11,652 +2,394	+26%	+$189K	0.03%	148
2023 Q1	$699K	Sell	9,258 -1,896	-17%	-$130K	0.03%	139
2022 Q4	$694K	Sell	11,154 -1,260	-10%	-$80K	0.03%	137
2022 Q3	$737K	Buy	12,414 +2,466	+25%	+$168K	0.03%	127
2022 Q2	$632K	Buy	9,948 +1,876	+23%	+$131K	0.03%	136
2022 Q1	$641K	Sell	8,072 -70	-0.9%	-$5.5K	0.02%	146
2021 Q4	$708K	Hold	8,142	–	–	0.02%	146
2021 Q3	$608K	Buy	+8,142	New	+$628K	0.02%	146

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

Badgley Phelps Wealth Managers's XLK Position: Q1 2026 in Review

Badgley Phelps Wealth Managers reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 3.8% in Q1 2026, selling an estimated $53.4K and leaving 9,523 shares worth $1.27M. The position accounts for 0.03% of the portfolio, ranked #189.

Badgley Phelps Wealth Managers first reported a position in XLK in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.43M in Q4 2025. 2,400 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Badgley Phelps Wealth Managers held 9,523 shares of State Street Technology Select Sector SPDR ETF worth $1.27M as of Q1 2026.
Badgley Phelps Wealth Managers sold 379 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $53.4K.
State Street Technology Select Sector SPDR ETF made up 0.03% of Badgley Phelps Wealth Managers's portfolio in Q1 2026, its #189 holding.
Badgley Phelps Wealth Managers first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2021 and has held it in 19 quarters since.
Badgley Phelps Wealth Managers's State Street Technology Select Sector SPDR ETF position peaked at $1.43M in Q4 2025.
2,400 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2026, filed 15 Apr 2026.