Barnes Dennig Private Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Barnes Dennig Private Wealth Management’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	$359K	Hold	1,884	–	–	0.29%	60
2026 Q1	$250K	Hold	1,884	–	–	0.25%	64
2025 Q4	$271K	Hold	1,884	–	–	0.27%	57
2025 Q3	$266K	Hold	1,884	–	–	0.29%	55
2025 Q2	$239K	Hold	1,884	–	–	0.29%	50
2025 Q1	$195K	Buy	+1,884	New	+$214K	0.29%	42

Other funds holding XLK

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Barnes Dennig Private Wealth Management's XLK Position: Q2 2026 in Review

Barnes Dennig Private Wealth Management held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 1,884 shares worth $359K. The position accounts for 0.29% of the portfolio, ranked #60.

Barnes Dennig Private Wealth Management first reported a position in XLK in Q1 2025 and has held it in 6 quarters since. 1,154 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Barnes Dennig Private Wealth Management held 1,884 shares of State Street Technology Select Sector SPDR ETF worth $359K as of Q2 2026.
Barnes Dennig Private Wealth Management left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.29% of Barnes Dennig Private Wealth Management's portfolio in Q2 2026, its #60 holding.
Barnes Dennig Private Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
1,154 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Barnes Dennig Private Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.