Bellecapital’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Bellecapital’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	$850K	Sell	4,459 -1	-0%	-$171	0.14%	58
2026 Q1	$593K	Hold	4,460	–	–	0.11%	72
2025 Q4	$642K	Hold	4,460	–	–	0.11%	71
2025 Q3	$629K	Sell	4,460 -484	-10%	-$64.1K	0.1%	68
2025 Q2	$626K	Hold	4,944	–	–	0.11%	70
2025 Q1	$510K	Sell	4,944 -134	-3%	-$15.2K	0.1%	75
2024 Q4	$590K	Sell	5,078 -212	-4%	-$24.7K	0.1%	77
2024 Q3	$597K	Hold	5,290	–	–	0.12%	84
2024 Q2	$598K	Hold	5,290	–	–	0.13%	94
2024 Q1	$551K	Sell	5,290 -640	-11%	-$64.7K	0.12%	97
2023 Q4	$571K	Buy	5,930 +10	+0.2%	+$890	0.13%	88
2023 Q3	$485K	Hold	5,920	–	–	0.12%	103
2023 Q2	$515K	Sell	5,920 -500	-8%	-$39.4K	0.12%	97
2023 Q1	$485K	Sell	6,420 -248	-4%	-$17.1K	0.12%	114
2022 Q4	$415K	Sell	6,668 -4,464	-40%	-$283K	0.12%	118
2022 Q3	$661K	Buy	11,132 +4,320	+63%	+$295K	0.2%	84
2022 Q2	$433K	Sell	6,812 -104	-2%	-$7.24K	0.12%	126
2022 Q1	$550K	Buy	6,916 +660	+11%	+$51.8K	0.17%	102
2021 Q4	$544K	Hold	6,256	–	–	0.16%	109
2021 Q3	$467K	Sell	6,256 -1,186	-16%	-$91.5K	0.14%	123
2021 Q2	$549K	Sell	7,442 -438	-6%	-$30.7K	0.17%	108
2021 Q1	$523K	Sell	7,880 -66	-0.8%	-$4.36K	0.16%	105
2020 Q4	$517K	Sell	7,946 -1,426	-15%	-$86.9K	0.17%	102
2020 Q3	$547K	Sell	9,372 -234	-2%	-$13.2K	0.25%	75
2020 Q2	$502K	Sell	9,606 -500	-5%	-$23.5K	0.24%	76
2020 Q1	$406K	Buy	10,106 +150	+2%	+$6.85K	0.26%	78
2019 Q4	$456K	Buy	9,956 +106	+1%	+$4.54K	0.23%	87
2019 Q3	$397K	Buy	9,850 +1,040	+12%	+$41.6K	0.24%	85
2019 Q2	$344K	Buy	8,810 +1,970	+29%	+$75.1K	0.21%	87
2019 Q1	$253K	Buy	+6,840	New	+$234K	0.16%	95

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

Bellecapital's XLK Position: Q2 2026 in Review

Bellecapital reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.02% in Q2 2026, selling an estimated $171 and leaving 4,459 shares worth $850K. The position accounts for 0.14% of the portfolio, ranked #58.

Bellecapital first reported a position in XLK in Q1 2019 and has held it in 30 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Bellecapital held 4,459 shares of State Street Technology Select Sector SPDR ETF worth $850K as of Q2 2026.
Bellecapital sold 1 State Street Technology Select Sector SPDR ETF share in Q2 2026, an estimated $171.
State Street Technology Select Sector SPDR ETF made up 0.14% of Bellecapital's portfolio in Q2 2026, its #58 holding.
Bellecapital first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2019 and has held it in 30 quarters since.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Bellecapital's 13F filing for Q2 2026, filed 22 Jul 2026.