Bawa N Mallick Trust’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Bawa N Mallick Trust’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	$2.64M	Buy	13,845 +2,822	+26%	+$482K	0.85%	25
2026 Q1	$1.46M	Sell	11,023 -2,800	-20%	-$395K	0.6%	29
2025 Q4	$1.99M	Buy	13,823 +11	+0.1%	+$1.59K	0.74%	26
2025 Q3	$1.95M	Buy	13,812 +12	+0.1%	+$1.59K	0.74%	26
2025 Q2	$1.75M	Hold	13,800	–	–	0.72%	27
2025 Q1	$1.42M	Hold	13,800	–	–	0.67%	28
2024 Q4	$1.6M	Buy	+13,800	New	+$1.61M	0.7%	28

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

Bawa N Mallick Trust's XLK Position: Q2 2026 in Review

Bawa N Mallick Trust increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 26% in Q2 2026, buying an estimated $482K and bringing the position to 13,845 shares worth $2.64M. The position accounts for 0.85% of the portfolio, ranked #25.

Bawa N Mallick Trust first reported a position in XLK in Q4 2024 and has held it in 7 quarters since. 2,644 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Bawa N Mallick Trust held 13,845 shares of State Street Technology Select Sector SPDR ETF worth $2.64M as of Q2 2026.
Bawa N Mallick Trust bought 2,822 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $482K.
State Street Technology Select Sector SPDR ETF made up 0.85% of Bawa N Mallick Trust's portfolio in Q2 2026, its #25 holding.
Bawa N Mallick Trust first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
2,644 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Bawa N Mallick Trust's 13F filing for Q2 2026, filed 14 Aug 2026.