Beaird Harris Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Beaird Harris Wealth Management’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	$251K	Hold	1,318	–	–	0.02%	128
2026 Q1	$175K	Hold	1,318	–	–	0.01%	140
2025 Q4	$190K	Hold	1,318	–	–	0.01%	135
2025 Q3	$186K	Sell	1,318 -2,000	-60%	-$265K	0.01%	131
2025 Q2	$420K	Buy	3,318 +2,000	+152%	+$222K	0.03%	98
2025 Q1	$136K	Sell	1,318 -50	-4%	-$5.67K	0.01%	143
2024 Q4	$159K	Sell	1,368 -9,728	-88%	-$1.13M	0.01%	136
2024 Q3	$1.25M	Buy	11,096 +8,278	+294%	+$909K	0.11%	56
2024 Q2	$319K	Buy	2,818 +2,214	+367%	+$233K	0.03%	97
2024 Q1	$62.9K	Hold	604	–	–	0.01%	184
2023 Q4	$58.1K	Hold	604	–	–	0.01%	176
2023 Q3	$49.5K	Sell	604 -406	-40%	-$34.8K	0.01%	173
2023 Q2	$87.8K	Sell	1,010 -78	-7%	-$6.15K	0.01%	137
2023 Q1	$82.2K	Sell	1,088 -2,056	-65%	-$141K	0.01%	141
2022 Q4	$196K	Buy	3,144 +2,660	+550%	+$169K	0.04%	88
2022 Q3	$29K	Hold	484	–	–	0.01%	203
2022 Q2	$31K	Buy	+484	New	+$33.7K	0.01%	173

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

Beaird Harris Wealth Management's XLK Position: Q2 2026 in Review

Beaird Harris Wealth Management held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 1,318 shares worth $251K. The position accounts for 0.02% of the portfolio, ranked #128.

Beaird Harris Wealth Management first reported a position in XLK in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.25M in Q3 2024. 2,654 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Beaird Harris Wealth Management held 1,318 shares of State Street Technology Select Sector SPDR ETF worth $251K as of Q2 2026.
Beaird Harris Wealth Management left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.02% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #128 holding.
Beaird Harris Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2022 and has held it in 17 quarters since.
Beaird Harris Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $1.25M in Q3 2024.
2,654 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.