Beacon Bridge Wealth Partners’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
$1.46M Sell
7,644
-1,613
-17% -$276K 0.41% 54
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

Beacon Bridge Wealth Partners's XLK Position: Q2 2026 in Review

Beacon Bridge Wealth Partners reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 17% in Q2 2026, selling an estimated $276K and leaving 7,644 shares worth $1.46M. 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 3 quarters since. 2,671 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Beacon Bridge Wealth Partners held 7,644 shares of State Street Technology Select Sector SPDR ETF worth $1.46M as of Q2 2026.
  • Beacon Bridge Wealth Partners sold 1,613 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $276K.
  • State Street Technology Select Sector SPDR ETF made up 0.41% of Beacon Bridge Wealth Partners's portfolio in Q2 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 3 quarters since.
  • 2,671 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Beacon Bridge Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.