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 Q2	$1.96M	Buy	10,299 +776	+8%	+$133K	0.03%	164
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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Badgley Phelps Wealth Managers's XLK Position: Q2 2026 in Review

Badgley Phelps Wealth Managers increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 8.1% in Q2 2026, buying an estimated $133K and bringing the position to 10,299 shares worth $1.96M. The position accounts for 0.03% of the portfolio, ranked #164.

Badgley Phelps Wealth Managers first reported a position in XLK in Q3 2021 and has held it in 20 quarters since. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Badgley Phelps Wealth Managers held 10,299 shares of State Street Technology Select Sector SPDR ETF worth $1.96M as of Q2 2026.
Badgley Phelps Wealth Managers bought 776 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $133K.
State Street Technology Select Sector SPDR ETF made up 0.03% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #164 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 20 quarters since.
2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q2 2026, filed 31 Jul 2026.