Bedel Financial Consulting’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Bedel Financial Consulting’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	$330K	Hold	1,730	–	–	0.03%	230
2026 Q1	$230K	Hold	1,730	–	–	0.03%	275
2025 Q4	$249K	Hold	1,730	–	–	0.03%	241
2025 Q3	$244K	Buy	+1,730	New	+$229K	0.03%	242
2022 Q2	–	Sell	-1,324	Closed	-$105K	–	937
2022 Q1	$105K	Sell	1,324 -440	-25%	-$34.5K	0.03%	275
2021 Q4	$153K	Hold	1,764	–	–	0.05%	223
2021 Q3	$132K	Hold	1,764	–	–	0.05%	230
2021 Q2	$130K	Sell	1,764 -388	-18%	-$27.2K	0.05%	233
2021 Q1	$143K	Sell	2,152 -388	-15%	-$25.6K	0.06%	212
2020 Q4	$165K	Hold	2,540	–	–	0.07%	169
2020 Q3	$148K	Sell	2,540 -436	-15%	-$24.6K	0.07%	167
2020 Q2	$155K	Hold	2,976	–	–	0.08%	154
2020 Q1	$120K	Hold	2,976	–	–	0.08%	165
2019 Q4	$136K	Hold	2,976	–	–	0.08%	179
2019 Q3	$120K	Hold	2,976	–	–	0.07%	185
2019 Q2	$116K	Hold	2,976	–	–	0.07%	186
2019 Q1	$110K	Hold	2,976	–	–	0.07%	182
2018 Q4	$92K	Buy	2,976 +500	+20%	+$16.9K	0.07%	186
2018 Q3	$88K	Sell	2,476 -382	-13%	-$14K	0.06%	206
2018 Q2	$99K	Hold	2,858	–	–	0.07%	194
2018 Q1	$93K	Buy	+2,858	New	+$96K	0.07%	204

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

Bedel Financial Consulting's XLK Position: Q2 2026 in Review

Bedel Financial Consulting held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 1,730 shares worth $330K. The position accounts for 0.03% of the portfolio, ranked #230.

Bedel Financial Consulting first reported a position in XLK in Q1 2018 and has held it in 21 quarters since. 2,646 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Bedel Financial Consulting held 1,730 shares of State Street Technology Select Sector SPDR ETF worth $330K as of Q2 2026.
Bedel Financial Consulting left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.03% of Bedel Financial Consulting's portfolio in Q2 2026, its #230 holding.
Bedel Financial Consulting first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2018 and has held it in 21 quarters since.
2,646 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.