Bartlett & Co Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $20.1M | Buy |
105,637
+4,856
| +5% | +$830K | 0.25% | 77 |
|
|
2026
Q1 | $16.3M | Buy |
100,781
+1
| +0% | +$141 | 0.21% | 81 |
|
|
2025
Q4 | $14.5M | Sell |
100,780
-1,162
| -1% | -$168K | 0.19% | 86 |
|
|
2025
Q3 | $14.4M | Sell |
101,942
-828
| -0.8% | -$110K | 0.19% | 89 |
|
|
2025
Q2 | $13M | Buy |
102,770
+3,882
| +4% | +$431K | 0.18% | 90 |
|
|
2025
Q1 | $10.2M | Sell |
98,888
-572
| -0.6% | -$64.8K | 0.15% | 99 |
|
|
2024
Q4 | $11.6M | Sell |
99,460
-704
| -0.7% | -$81.9K | 0.17% | 93 |
|
|
2024
Q3 | $11.3M | Sell |
100,164
-1,640
| -2% | -$180K | 0.16% | 94 |
|
|
2024
Q2 | $11.5M | Sell |
101,804
-872
| -0.8% | -$91.8K | 0.17% | 91 |
|
|
2024
Q1 | $10.7M | Sell |
102,676
-6,170
| -6% | -$624K | 0.16% | 97 |
|
|
2023
Q4 | $10.5M | Buy |
108,846
+41,772
| +62% | +$3.72M | 0.17% | 95 |
|
|
2023
Q3 | $5.5M | Sell |
67,074
-37,438
| -36% | -$3.21M | 0.1% | 127 |
|
|
2023
Q2 | $9.09M | Buy |
104,512
+4,852
| +5% | +$382K | 0.16% | 98 |
|
|
2023
Q1 | $7.52M | Sell |
99,660
-9,776
| -9% | -$673K | 0.15% | 112 |
|
|
2022
Q4 | $6.81M | Buy |
109,436
+21,210
| +24% | +$1.35M | 0.14% | 114 |
|
|
2022
Q3 | $5.24M | Buy |
88,226
+1,964
| +2% | +$134K | 0.11% | 125 |
|
|
2022
Q2 | $5.48M | Buy |
86,262
+6,050
| +8% | +$421K | 0.11% | 125 |
|
|
2022
Q1 | $6.37M | Buy |
80,212
+1,400
| +2% | +$110K | 0.11% | 120 |
|
|
2021
Q4 | $6.85M | Hold |
78,812
| – | – | 0.12% | 119 |
|
|
2021
Q3 | $5.88M | Hold |
78,812
| – | – | 0.11% | 120 |
|
|
2021
Q2 | $5.82M | Hold |
78,812
| – | – | 0.11% | 120 |
|
|
2021
Q1 | $5.23M | Hold |
78,812
| – | – | 0.11% | 124 |
|
|
2020
Q4 | $5.12M | Buy |
78,812
+3,390
| +4% | +$206K | 0.11% | 124 |
|
|
2020
Q3 | $4.4M | Sell |
75,422
-610
| -0.8% | -$34.5K | 0.1% | 123 |
|
|
2020
Q2 | $3.97M | Buy |
76,032
+2,210
| +3% | +$104K | 0.1% | 128 |
|
|
2020
Q1 | $2.97M | Hold |
73,822
| – | – | 0.09% | 137 |
|
|
2019
Q4 | $3.38M | Hold |
73,822
| – | – | 0.08% | 137 |
|
|
2019
Q3 | $2.97M | Buy |
73,822
+2,200
| +3% | +$88K | 0.08% | 143 |
|
|
2019
Q2 | $2.79M | Hold |
71,622
| – | – | 0.1% | 112 |
|
|
2019
Q1 | $2.65M | Hold |
71,622
| – | – | 0.1% | 114 |
|
|
2018
Q4 | $2.22M | Buy |
71,622
+2,200
| +3% | +$74.4K | 0.09% | 118 |
|
|
2018
Q3 | $2.61M | Hold |
69,422
| – | – | 0.1% | 112 |
|
|
2018
Q2 | $2.41M | Hold |
69,422
| – | – | 0.1% | 114 |
|
|
2018
Q1 | $2.27M | Buy |
+69,422
| New | +$2.33M | 0.09% | 116 |
|
Other funds holding XLK
APTFM
Bartlett & Co Wealth Management's XLK Position: Q2 2026 in Review
Bartlett & Co Wealth Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 4.8% in Q2 2026, buying an estimated $830K and bringing the position to 105,637 shares worth $20.1M. The position accounts for 0.25% of the portfolio, ranked #77.
Bartlett & Co Wealth Management first reported a position in XLK in Q1 2018 and has held it in 34 quarters since. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.
- Bartlett & Co Wealth Management held 105,637 shares of State Street Technology Select Sector SPDR ETF worth $20.1M as of Q2 2026.
- Bartlett & Co Wealth Management bought 4,856 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $830K.
- State Street Technology Select Sector SPDR ETF made up 0.25% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #77 holding.
- Bartlett & Co Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2018 and has held it in 34 quarters since.
- 2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.
Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.