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

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

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

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return