Bell Investment Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Bell Investment Advisors’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	$365K	Sell	1,914 -644	-25%	-$110K	0.05%	103
2026 Q1	$340K	Hold	2,558	–	–	0.05%	98
2025 Q4	$368K	Sell	2,558 -1,000	-28%	-$144K	0.06%	92
2025 Q3	$501K	Hold	3,558	–	–	0.08%	77
2025 Q2	$450K	Buy	3,558 +1,000	+39%	+$111K	0.08%	80
2025 Q1	$264K	Hold	2,558	–	–	0.05%	94
2024 Q4	$297K	Buy	2,558 +120	+5%	+$14K	0.06%	88
2024 Q3	$275K	Hold	2,438	–	–	0.05%	94
2024 Q2	$276K	Hold	2,438	–	–	0.05%	92
2024 Q1	$254K	Buy	+2,438	New	+$247K	0.05%	88

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

Bell Investment Advisors's XLK Position: Q2 2026 in Review

Bell Investment Advisors reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 25% in Q2 2026, selling an estimated $110K and leaving 1,914 shares worth $365K. The position accounts for 0.05% of the portfolio, ranked #103.

Bell Investment Advisors first reported a position in XLK in Q1 2024 and has held it in 10 quarters since. The position peaked at $501K in Q3 2025. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Bell Investment Advisors held 1,914 shares of State Street Technology Select Sector SPDR ETF worth $365K as of Q2 2026.
Bell Investment Advisors sold 644 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $110K.
State Street Technology Select Sector SPDR ETF made up 0.05% of Bell Investment Advisors's portfolio in Q2 2026, its #103 holding.
Bell Investment Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2024 and has held it in 10 quarters since.
Bell Investment Advisors's State Street Technology Select Sector SPDR ETF position peaked at $501K in Q3 2025.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.