Baron Silver Stevens Financial Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Baron Silver Stevens Financial Advisors’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	$3.08M	Sell	16,142 -42	-0.3%	-$7.18K	0.39%	37
2026 Q1	$2.15M	Sell	16,184 -362	-2%	-$51K	0.31%	41
2025 Q4	$2.38M	Buy	16,546 +6,856	+71%	+$990K	0.34%	40
2025 Q3	$1.37M	Sell	9,690 -6,994	-42%	-$926K	0.2%	53
2025 Q2	$2.11M	Hold	16,684	–	–	0.34%	40
2025 Q1	$1.72M	Hold	16,684	–	–	0.3%	42
2024 Q4	$1.94M	Buy	16,684 +180	+1%	+$20.9K	0.33%	38
2024 Q3	$1.86M	Hold	16,504	–	–	0.33%	37
2024 Q2	$1.87M	Hold	16,504	–	–	0.35%	36
2024 Q1	$1.72M	Buy	16,504 +724	+5%	+$73.2K	0.33%	36
2023 Q4	$1.52M	Hold	15,780	–	–	0.32%	37
2023 Q3	$1.29M	Sell	15,780 -3,110	-16%	-$267K	0.29%	41
2023 Q2	$1.64M	Hold	18,890	–	–	0.36%	33
2023 Q1	$1.43M	Hold	18,890	–	–	0.37%	31
2022 Q4	$1.18M	Hold	18,890	–	–	0.29%	36
2022 Q3	$723K	Hold	18,890	–	–	0.2%	43
2022 Q2	$1.2M	Hold	18,890	–	–	0.31%	37
2022 Q1	$1.5M	Hold	18,890	–	–	0.35%	31
2021 Q4	$1.64M	Hold	18,890	–	–	0.39%	29
2021 Q3	$1.41M	Hold	18,890	–	–	0.38%	30
2021 Q2	$1.39M	Buy	+18,890	New	+$1.32M	0.38%	31
2021 Q1	–	Sell	-18,890	Closed	-$1.23M	–	495
2020 Q4	$1.23M	Buy	+18,890	New	+$1.15M	0.42%	26

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's XLK Position: Q2 2026 in Review

Baron Silver Stevens Financial Advisors reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.26% in Q2 2026, selling an estimated $7.18K and leaving 16,142 shares worth $3.08M. The position accounts for 0.39% of the portfolio, ranked #37.

Baron Silver Stevens Financial Advisors first reported a position in XLK in Q4 2020 and has held it in 22 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Baron Silver Stevens Financial Advisors held 16,142 shares of State Street Technology Select Sector SPDR ETF worth $3.08M as of Q2 2026.
Baron Silver Stevens Financial Advisors sold 42 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $7.18K.
State Street Technology Select Sector SPDR ETF made up 0.39% of Baron Silver Stevens Financial Advisors's portfolio in Q2 2026, its #37 holding.
Baron Silver Stevens Financial Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2020 and has held it in 22 quarters since.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.