BWMG
XLK icon

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

Barnes Wealth Management 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
Q2 		$232K Buy
+1,220
New +$208K 0.11% 174
2026
Q1 		– Sell
-2,715
Closed -$391K – 196
2025
Q4 		$391K Sell
2,715
-75
-3% -$10.8K 0.21% 107
2025
Q3 		$393K Buy
2,790
+440
+19% +$58.3K 0.22% 101
2025
Q2 		$298K Sell
2,350
-8
-0.3% -$888 0.18% 116
2025
Q1 		$243K Buy
2,358
+24
+1% +$2.72K 0.16% 125
2024
Q4 		$271K Buy
+2,334
New +$272K 0.18% 112

Other funds holding XLK

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Cambridge Investment Research Advisors
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
GC
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
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

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

Barnes Wealth Management Group opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q2 2026: 1,220 shares worth $232K. The stake represents 0.11% of the portfolio and ranks #174 among its holdings. This is a return to the name: Barnes Wealth Management Group previously reported a position in XLK as recently as Q4 2025.

Barnes Wealth Management Group first reported a position in XLK in Q4 2024 and has held it in 6 quarters since. The position peaked at $393K in Q3 2025. 1,082 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Barnes Wealth Management Group held 1,220 shares of State Street Technology Select Sector SPDR ETF worth $232K as of Q2 2026.
  • State Street Technology Select Sector SPDR ETF was a new Barnes Wealth Management Group position in Q2 2026.
  • State Street Technology Select Sector SPDR ETF made up 0.11% of Barnes Wealth Management Group's portfolio in Q2 2026, its #174 holding.
  • Barnes Wealth Management Group first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
  • Barnes Wealth Management Group's State Street Technology Select Sector SPDR ETF position peaked at $393K in Q3 2025.
  • 1,082 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Barnes Wealth Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.