Beacon Bridge Wealth Partners’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Beacon Bridge Wealth 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	$1.23M	Buy	9,257 +2,400	+35%	+$338K	0.41%	54
2025 Q4	$987K	Buy	+6,857	New	+$990K	0.33%	58

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

Beacon Bridge Wealth Partners's XLK Position: Q1 2026 in Review

Beacon Bridge Wealth Partners increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 35% in Q1 2026, buying an estimated $338K and bringing the position to 9,257 shares worth $1.23M. The position accounts for 0.41% of the portfolio, ranked #54.

Beacon Bridge Wealth Partners first reported a position in XLK in Q4 2025 and has held it in 2 quarters since. 2,401 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Beacon Bridge Wealth Partners held 9,257 shares of State Street Technology Select Sector SPDR ETF worth $1.23M as of Q1 2026.
Beacon Bridge Wealth Partners bought 2,400 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $338K.
State Street Technology Select Sector SPDR ETF made up 0.41% of Beacon Bridge Wealth Partners's portfolio in Q1 2026, its #54 holding.
Beacon Bridge Wealth Partners first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2025 and has held it in 2 quarters since.
2,401 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Beacon Bridge Wealth Partners's 13F filing for Q1 2026, filed 5 May 2026.