BCU Wealth Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

BCU Wealth Advisors’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	$343K	Buy	1,801 +2	+0.1%	+$342	0.11%	53
2026 Q1	$239K	Buy	1,799 +3	+0.2%	+$423	0.09%	59
2025 Q4	$259K	Buy	1,796 +2	+0.1%	+$289	0.1%	56
2025 Q3	$253K	Buy	1,794 +2	+0.1%	+$265	0.1%	56
2025 Q2	$227K	Buy	+1,792	New	+$199K	0.1%	55
2025 Q1	–	Sell	-1,786	Closed	-$208K	–	57
2024 Q4	$208K	Buy	1,786 +4	+0.2%	+$465	0.12%	52
2024 Q3	$201K	Buy	1,782 +2	+0.1%	+$220	0.12%	51
2024 Q2	$201K	Buy	+1,780	New	+$187K	0.15%	47

Other funds holding XLK

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 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

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

BCU Wealth Advisors's XLK Position: Q2 2026 in Review

BCU Wealth Advisors increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.11% in Q2 2026, buying an estimated $342 and bringing the position to 1,801 shares worth $343K. The position accounts for 0.11% of the portfolio, ranked #53.

BCU Wealth Advisors first reported a position in XLK in Q2 2024 and has held it in 8 quarters since. 671 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

BCU Wealth Advisors held 1,801 shares of State Street Technology Select Sector SPDR ETF worth $343K as of Q2 2026.
BCU Wealth Advisors bought 2 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $342.
State Street Technology Select Sector SPDR ETF made up 0.11% of BCU Wealth Advisors's portfolio in Q2 2026, its #53 holding.
BCU Wealth Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2024 and has held it in 8 quarters since.
671 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on BCU Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.