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 Q2	$1.49M	Hold	7,830	–	–	0.61%	47
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

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

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

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

Beaton Management Company's XLK Position: Q2 2026 in Review

Beaton Management Company held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 7,830 shares worth $1.49M. The position accounts for 0.61% of the portfolio, ranked #47.

Beaton Management Company first reported a position in XLK in Q4 2025 and has held it in 3 quarters since. 2,667 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Beaton Management Company held 7,830 shares of State Street Technology Select Sector SPDR ETF worth $1.49M as of Q2 2026.
Beaton Management Company left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.61% of Beaton Management Company's portfolio in Q2 2026, its #47 holding.
Beaton Management Company first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
2,667 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Beaton Management Company's 13F filing for Q2 2026, filed 7 Aug 2026.