BBR Partners’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

BBR Partners’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 Q1	$3.16M	Buy	23,753 +1,300	+6%	+$183K	0.18%	51
2025 Q4	$3.23M	Buy	22,453 +4,911	+28%	+$709K	0.17%	57
2025 Q3	$2.47M	Buy	17,542 +15,588	+798%	+$2.06M	0.14%	63
2025 Q2	$247K	Buy	+1,954	New	+$217K	0.02%	204
2024 Q2	–	Sell	-2,512	Closed	-$262K	–	268
2024 Q1	$262K	Buy	+2,512	New	+$254K	0.02%	210
2021 Q2	–	Sell	-4,904	Closed	-$326K	–	221
2021 Q1	$326K	Hold	4,904	–	–	0.03%	159
2020 Q4	$319K	Hold	4,904	–	–	0.03%	141
2020 Q3	$286K	Buy	+4,904	New	+$277K	0.02%	146

Other funds holding XLK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BBR Partners's XLK Position: Q1 2026 in Review

BBR Partners increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 5.8% in Q1 2026, buying an estimated $183K and bringing the position to 23,753 shares worth $3.16M. The position accounts for 0.18% of the portfolio, ranked #51.

BBR Partners first reported a position in XLK in Q3 2020 and has held it in 8 quarters since. The position peaked at $3.23M in Q4 2025. 2,402 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

BBR Partners held 23,753 shares of State Street Technology Select Sector SPDR ETF worth $3.16M as of Q1 2026.
BBR Partners bought 1,300 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $183K.
State Street Technology Select Sector SPDR ETF made up 0.18% of BBR Partners's portfolio in Q1 2026, its #51 holding.
BBR Partners first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2020 and has held it in 8 quarters since.
BBR Partners's State Street Technology Select Sector SPDR ETF position peaked at $3.23M in Q4 2025.
2,402 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on BBR Partners's 13F filing for Q1 2026, filed 12 May 2026.