Beaton Management Company’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Beaton Management Company’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	$1.04M	Hold	7,830	–	–	0.46%	60
2025 Q4	$1.13M	Buy	+7,830	New	+$1.13M	0.5%	56

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

Beaton Management Company's XLK Position: Q1 2026 in Review

Beaton Management Company held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q1 2026 at 7,830 shares worth $1.04M. The position accounts for 0.46% of the portfolio, ranked #60.

Beaton Management Company first reported a position in XLK in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.13M in Q4 2025. 2,402 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Beaton Management Company held 7,830 shares of State Street Technology Select Sector SPDR ETF worth $1.04M as of Q1 2026.
Beaton Management Company left its State Street Technology Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Technology Select Sector SPDR ETF made up 0.46% of Beaton Management Company's portfolio in Q1 2026, its #60 holding.
Beaton Management Company first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2025 and has held it in 2 quarters since.
Beaton Management Company's State Street Technology Select Sector SPDR ETF position peaked at $1.13M in Q4 2025.
2,402 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Beaton Management Company's 13F filing for Q1 2026, filed 12 May 2026.