Beacon Pointe Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Beacon Pointe 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	$26.2M	Buy	137,315 +7,493	+6%	+$1.28M	0.12%	172
2026 Q1	$17.3M	Buy	129,822 +36,198	+39%	+$5.1M	0.09%	205
2025 Q4	$13.5M	Buy	93,624 +12,072	+15%	+$1.74M	0.09%	198
2025 Q3	$11.5M	Buy	81,552 +6,112	+8%	+$809K	0.1%	197
2025 Q2	$9.55M	Buy	75,440 +1,222	+2%	+$136K	0.1%	187
2025 Q1	$7.66M	Sell	74,218 -3,680	-5%	-$417K	0.09%	212
2024 Q4	$9.06M	Buy	77,898 +3,680	+5%	+$428K	0.1%	182
2024 Q3	$8.38M	Sell	74,218 -23,438	-24%	-$2.57M	0.1%	185
2024 Q2	$11M	Sell	97,656 -6,422	-6%	-$676K	0.13%	151
2024 Q1	$10.8M	Buy	104,078 +14,522	+16%	+$1.47M	0.12%	165
2023 Q4	$8.62M	Buy	89,556 +31,230	+54%	+$2.78M	0.1%	180
2023 Q3	$4.78M	Buy	58,326 +18,686	+47%	+$1.6M	0.06%	270
2023 Q2	$3.45M	Buy	39,640 +6,118	+18%	+$482K	0.06%	280
2023 Q1	$2.53M	Sell	33,522 -3,728	-10%	-$257K	0.04%	347
2022 Q4	$2.32M	Sell	37,250 -1,054	-3%	-$66.9K	0.05%	332
2022 Q3	$2.28M	Buy	38,304 +200	+0.5%	+$13.6K	0.05%	292
2022 Q2	$2.42M	Sell	38,104 -388	-1%	-$27K	0.05%	294
2022 Q1	$3.06M	Buy	38,492 +13,100	+52%	+$1.03M	0.04%	356
2021 Q4	$2.21M	Sell	25,392 -4,606	-15%	-$379K	0.06%	250
2021 Q3	$2.24M	Buy	29,998 +3,788	+14%	+$292K	0.06%	269
2021 Q2	$1.94M	Buy	26,210 +6,360	+32%	+$446K	0.07%	226
2021 Q1	$1.32M	Sell	19,850 -152	-0.8%	-$10K	0.08%	179
2020 Q4	$1.3M	Buy	20,002 +5,396	+37%	+$329K	0.09%	172
2020 Q3	$852K	Sell	14,606 -7,514	-34%	-$425K	0.08%	184
2020 Q2	$1.16M	Buy	22,120 +8,378	+61%	+$394K	0.12%	149
2020 Q1	$552K	Buy	13,742 +2,910	+27%	+$133K	0.09%	167
2019 Q4	$497K	Buy	+10,832	New	+$464K	0.15%	129
2019 Q3	–	Sell	-10,822	Closed	-$422K	–	205
2019 Q2	$422K	Buy	+10,822	New	+$413K	0.15%	135

Other funds holding XLK

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Beacon Pointe Advisors's XLK Position: Q2 2026 in Review

Beacon Pointe Advisors increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 5.8% in Q2 2026, buying an estimated $1.28M and bringing the position to 137,315 shares worth $26.2M. The position accounts for 0.12% of the portfolio, ranked #172.

Beacon Pointe Advisors first reported a position in XLK in Q2 2019 and has held it in 28 quarters since. 2,654 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Beacon Pointe Advisors held 137,315 shares of State Street Technology Select Sector SPDR ETF worth $26.2M as of Q2 2026.
Beacon Pointe Advisors bought 7,493 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $1.28M.
State Street Technology Select Sector SPDR ETF made up 0.12% of Beacon Pointe Advisors's portfolio in Q2 2026, its #172 holding.
Beacon Pointe Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2019 and has held it in 28 quarters since.
2,654 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.