Beaumont Financial Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.44M | Sell |
7,577
-735
| -9% | -$126K | 0.09% | 135 |
|
|
2026
Q1 | $1.1M | Sell |
8,312
-1,069
| -11% | -$151K | 0.08% | 154 |
|
|
2025
Q4 | $1.35M | Buy |
9,381
+2,703
| +40% | +$390K | 0.09% | 134 |
|
|
2025
Q3 | $941K | Sell |
6,678
-336
| -5% | -$44.5K | 0.06% | 165 |
|
|
2025
Q2 | $888K | Sell |
7,014
-282
| -4% | -$31.3K | 0.06% | 163 |
|
|
2025
Q1 | $753K | Sell |
7,296
-400
| -5% | -$45.3K | 0.06% | 177 |
|
|
2024
Q4 | $895K | Buy |
7,696
+46
| +0.6% | +$5.35K | 0.07% | 158 |
|
|
2024
Q3 | $864K | Hold |
7,650
| – | – | 0.07% | 157 |
|
|
2024
Q2 | $865K | Sell |
7,650
-272
| -3% | -$28.6K | 0.07% | 159 |
|
|
2024
Q1 | $825K | Sell |
7,922
-404
| -5% | -$40.9K | 0.07% | 162 |
|
|
2023
Q4 | $801K | Sell |
8,326
-1,780
| -18% | -$158K | 0.07% | 155 |
|
|
2023
Q3 | $828K | Buy |
10,106
+564
| +6% | +$48.4K | 0.08% | 137 |
|
|
2023
Q2 | $829K | Sell |
9,542
-152
| -2% | -$12K | 0.08% | 150 |
|
|
2023
Q1 | $732K | Sell |
9,694
-180
| -2% | -$12.4K | 0.07% | 143 |
|
|
2022
Q4 | $614K | Sell |
9,874
-972
| -9% | -$61.7K | 0.06% | 160 |
|
|
2022
Q3 | $644K | Sell |
10,846
-52
| -0.5% | -$3.55K | 0.06% | 151 |
|
|
2022
Q2 | $693K | Sell |
10,898
-44,036
| -80% | -$3.07M | 0.06% | 154 |
|
|
2022
Q1 | $4.37M | Buy |
54,934
+36,606
| +200% | +$2.87M | 0.33% | 63 |
|
|
2021
Q4 | $1.59M | Sell |
18,328
-1,972
| -10% | -$162K | 0.12% | 118 |
|
|
2021
Q3 | $1.51M | Buy |
20,300
+4,060
| +25% | +$313K | 0.12% | 113 |
|
|
2021
Q2 | $1.2M | Sell |
16,240
-5,362
| -25% | -$376K | 0.09% | 126 |
|
|
2021
Q1 | $1.44M | Sell |
21,602
-12,776
| -37% | -$843K | 0.12% | 111 |
|
|
2020
Q4 | $2.23M | Buy |
34,378
+6,992
| +26% | +$426K | 0.2% | 90 |
|
|
2020
Q3 | $1.6M | Sell |
27,386
-20,568
| -43% | -$1.16M | 0.15% | 106 |
|
|
2020
Q2 | $2.5M | Buy |
47,954
+6,834
| +17% | +$321K | 0.26% | 79 |
|
|
2020
Q1 | $1.65M | Sell |
41,120
-40,176
| -49% | -$1.83M | 0.21% | 80 |
|
|
2019
Q4 | $3.73M | Sell |
81,296
-54,356
| -40% | -$2.33M | 0.37% | 63 |
|
|
2019
Q3 | $5.46M | Buy |
135,652
+19,330
| +17% | +$773K | 0.54% | 52 |
|
|
2019
Q2 | $4.54M | Buy |
116,322
+32,946
| +40% | +$1.26M | 0.47% | 55 |
|
|
2019
Q1 | $3.08M | Buy |
83,376
+74,058
| +795% | +$2.53M | 0.33% | 69 |
|
|
2018
Q4 | $289K | Sell |
9,318
-91,738
| -91% | -$3.1M | 0.05% | 156 |
|
|
2018
Q3 | $3.81M | Sell |
101,056
-64,120
| -39% | -$2.35M | 0.38% | 61 |
|
|
2018
Q2 | $5.74M | Sell |
165,176
-49,570
| -23% | -$1.7M | 0.61% | 45 |
|
|
2018
Q1 | $7.02M | Buy |
214,746
+76,286
| +55% | +$2.56M | 0.78% | 42 |
|
|
2017
Q4 | $4.43M | Sell |
138,460
-25,854
| -16% | -$811K | 0.52% | 50 |
|
|
2017
Q3 | $4.86M | Sell |
164,314
-14,314
| -8% | -$412K | 0.61% | 45 |
|
|
2017
Q2 | $4.89M | Sell |
178,628
-1,306
| -0.7% | -$35.9K | 0.63% | 45 |
|
|
2017
Q1 | $4.8M | Sell |
179,934
-130,470
| -42% | -$3.36M | 0.66% | 46 |
|
|
2016
Q4 | $7.5M | Buy |
310,404
+90,722
| +41% | +$2.17M | 1.13% | 28 |
|
|
2016
Q3 | $5.25M | Sell |
219,682
-89,966
| -29% | -$2.09M | 0.83% | 45 |
|
|
2016
Q2 | $6.71M | Sell |
309,648
-159,172
| -34% | -$3.45M | 1.1% | 32 |
|
|
2016
Q1 | $10.4M | Sell |
468,820
-145,516
| -24% | -$3.01M | 1.69% | 16 |
|
|
2015
Q4 | $13.2M | Buy |
614,336
+598,982
| +3,901% | +$12.9M | 2.17% | 13 |
|
|
2015
Q3 | $318K | Hold |
15,354
| – | – | 0.05% | 108 |
|
|
2015
Q2 | $318K | Sell |
15,354
-1,370
| -8% | -$29.2K | 0.05% | 108 |
|
|
2015
Q1 | $347K | Sell |
16,724
-500
| -3% | -$10.4K | 0.01% | 123 |
|
|
2014
Q4 | $356K | Sell |
17,224
-1,600
| -8% | -$32.4K | 0.02% | 127 |
|
|
2014
Q3 | $376K | Sell |
18,824
-760
| -4% | -$15.1K | 0.02% | 129 |
|
|
2014
Q2 | $376K | Sell |
19,584
-1,603,496
| -99% | -$29.7M | 0.03% | 134 |
|
|
2014
Q1 | $29.5M | Buy |
1,623,080
+731,494
| +82% | +$13.1M | 2.42% | 9 |
|
|
2013
Q4 | $15.9M | Sell |
891,586
-60,306
| -6% | -$1.02M | 1.31% | 29 |
|
|
2013
Q3 | $15.3M | Buy |
951,892
+799,060
| +523% | +$12.7M | 1.35% | 22 |
|
|
2013
Q2 | $2.34M | Buy |
+152,832
| New | +$2.37M | 0.22% | 86 |
|
Other funds holding XLK
Beaumont Financial Advisors's XLK Position: Q2 2026 in Review
Beaumont Financial Advisors reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 8.8% in Q2 2026, selling an estimated $126K and leaving 7,577 shares worth $1.44M. The position accounts for 0.09% of the portfolio, ranked #135.
Beaumont Financial Advisors first reported a position in XLK in Q2 2013 and has held it in 53 quarters since. The position peaked at $29.5M in Q1 2014. 2,654 funds tracked by Wall St. Rank hold XLK as of Q2 2026.
- Beaumont Financial Advisors held 7,577 shares of State Street Technology Select Sector SPDR ETF worth $1.44M as of Q2 2026.
- Beaumont Financial Advisors sold 735 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $126K.
- State Street Technology Select Sector SPDR ETF made up 0.09% of Beaumont Financial Advisors's portfolio in Q2 2026, its #135 holding.
- Beaumont Financial Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2013 and has held it in 53 quarters since.
- Beaumont Financial Advisors's State Street Technology Select Sector SPDR ETF position peaked at $29.5M in Q1 2014.
- 2,654 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.
Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.