BCS 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
$1.28M Buy
6,739
+3,036
+82% +$519K 0.23% 90
2026
Q1
$492K Sell
3,703
-3,703
-50% -$522K 0.1% 161
2025
Q4
$1.07M Buy
7,406
+3,702
+100% +$535K 0.11% 153
2025
Q3
$522K Hold
3,704
0.12% 150
2025
Q2
$469K Hold
3,704
0.1% 162
2025
Q1
$382K Buy
3,704
+46
+1% +$5.21K 0.1% 171
2024
Q4
$425K Sell
3,658
-48
-1% -$5.58K 0.11% 168
2024
Q3
$418K Sell
3,706
-2
-0.1% -$220 0.18% 107
2024
Q2
$420K Hold
3,708
0.2% 100
2024
Q1
$386K Buy
3,708
+1,306
+54% +$132K 0.12% 163
2023
Q4
$231K Buy
+2,402
New +$214K 0.09% 196

Other funds holding XLK

BCS Wealth Management's XLK Position: Q2 2026 in Review

BCS Wealth Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 82% in Q2 2026, buying an estimated $519K and bringing the position to 6,739 shares worth $1.28M. The position accounts for 0.23% of the portfolio, ranked #90.

BCS Wealth Management first reported a position in XLK in Q4 2023 and has held it in 11 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • BCS Wealth Management held 6,739 shares of State Street Technology Select Sector SPDR ETF worth $1.28M as of Q2 2026.
  • BCS Wealth Management bought 3,036 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $519K.
  • State Street Technology Select Sector SPDR ETF made up 0.23% of BCS Wealth Management's portfolio in Q2 2026, its #90 holding.
  • BCS Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.