Bayshore Asset Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Bayshore Asset 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	$322K	Hold	1,691	–	–	0.12%	40
2026 Q1	$225K	Sell	1,691 -3,109	-65%	-$438K	0.09%	40
2025 Q4	$691K	Buy	4,800 +2,400	+100%	+$347K	0.28%	29
2025 Q3	$338K	Hold	2,400	–	–	0.15%	33
2025 Q2	$304K	Hold	2,400	–	–	0.14%	35
2025 Q1	$248K	Hold	2,400	–	–	0.12%	32
2024 Q4	$279K	Sell	2,400 -600	-20%	-$69.8K	0.13%	44
2024 Q3	$339K	Hold	3,000	–	–	0.15%	44
2024 Q2	$339K	Hold	3,000	–	–	0.17%	31
2024 Q1	$312K	Hold	3,000	–	–	0.15%	32
2023 Q4	$289K	Hold	3,000	–	–	0.15%	30
2023 Q3	$246K	Hold	3,000	–	–	0.14%	31
2023 Q2	$264K	Buy	+3,000	New	+$236K	0.14%	32

Other funds holding XLK

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

LFS

Lighthouse Financial Services Brea, California $476M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Bayshore Asset Management's XLK Position: Q2 2026 in Review

Bayshore Asset Management held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 1,691 shares worth $322K. The position accounts for 0.12% of the portfolio, ranked #40.

Bayshore Asset Management first reported a position in XLK in Q2 2023 and has held it in 13 quarters since. The position peaked at $691K in Q4 2025. 955 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Bayshore Asset Management held 1,691 shares of State Street Technology Select Sector SPDR ETF worth $322K as of Q2 2026.
Bayshore Asset 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 0.12% of Bayshore Asset Management's portfolio in Q2 2026, its #40 holding.
Bayshore Asset Management first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2023 and has held it in 13 quarters since.
Bayshore Asset Management's State Street Technology Select Sector SPDR ETF position peaked at $691K in Q4 2025.
955 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Bayshore Asset Management's 13F filing for Q2 2026, filed 23 Jul 2026.