Bedell Frazier Investment Counselling’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Bedell Frazier Investment Counselling’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	$5.64M	Sell	42,420 -2,416	-5%	-$340K	1.14%	29
2025 Q4	$6.46M	Buy	44,836 +40,656	+973%	+$5.87M	1.25%	28
2025 Q3	$589K	Buy	4,180 +2,022	+94%	+$268K	0.12%	88
2025 Q2	$273K	Sell	2,158 -54	-2%	-$5.99K	0.07%	97
2025 Q1	$228K	Buy	2,212 +84	+4%	+$9.52K	0.06%	97
2024 Q4	$247K	Buy	+2,128	New	+$248K	0.06%	101
2023 Q1	–	Sell	-5,742	Closed	-$357K	–	104
2022 Q4	$357K	Buy	+5,742	New	+$365K	0.09%	86
2022 Q3	–	Sell	-4,152	Closed	-$264K	–	101
2022 Q2	$264K	Sell	4,152 -2,820	-40%	-$196K	0.08%	71
2022 Q1	$554K	Sell	6,972 -5,628	-45%	-$442K	0.14%	63
2021 Q4	$1.09M	Buy	12,600 +6,476	+106%	+$533K	0.27%	56
2021 Q3	$457K	Buy	6,124 +1,996	+48%	+$154K	0.13%	64
2021 Q2	$305K	Buy	4,128 +914	+28%	+$64K	0.08%	82
2021 Q1	$213K	Buy	+3,214	New	+$212K	0.06%	86

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 $445B AUM 25.58% 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 $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bedell Frazier Investment Counselling's XLK Position: Q1 2026 in Review

Bedell Frazier Investment Counselling reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 5.4% in Q1 2026, selling an estimated $340K and leaving 42,420 shares worth $5.64M. The position accounts for 1.14% of the portfolio, ranked #29.

Bedell Frazier Investment Counselling first reported a position in XLK in Q1 2021 and has held it in 13 quarters since. The position peaked at $6.46M in Q4 2025. 2,414 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Bedell Frazier Investment Counselling held 42,420 shares of State Street Technology Select Sector SPDR ETF worth $5.64M as of Q1 2026.
Bedell Frazier Investment Counselling sold 2,416 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $340K.
State Street Technology Select Sector SPDR ETF made up 1.14% of Bedell Frazier Investment Counselling's portfolio in Q1 2026, its #29 holding.
Bedell Frazier Investment Counselling first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2021 and has held it in 13 quarters since.
Bedell Frazier Investment Counselling's State Street Technology Select Sector SPDR ETF position peaked at $6.46M in Q4 2025.
2,414 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Bedell Frazier Investment Counselling's 13F filing for Q1 2026, filed 15 May 2026.