Bellevue Asset Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Bellevue Asset Management’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	$236K	Hold	1,240	–	–	0.11%	76
2026 Q1	$165K	Hold	1,240	–	–	0.08%	85
2025 Q4	$179K	Hold	1,240	–	–	0.06%	81
2025 Q3	$175K	Hold	1,240	–	–	0.08%	82
2025 Q2	$157K	Hold	1,240	–	–	0.08%	84
2025 Q1	$128K	Hold	1,240	–	–	0.07%	87
2024 Q4	$144K	Hold	1,240	–	–	0.07%	84
2024 Q3	$140K	Hold	1,240	–	–	0.07%	84
2024 Q2	$140K	Hold	1,240	–	–	0.08%	83
2024 Q1	$129K	Hold	1,240	–	–	0.07%	87
2023 Q4	$119K	Hold	1,240	–	–	0.11%	85
2023 Q3	$102K	Hold	1,240	–	–	0.07%	86
2023 Q2	$108K	Hold	1,240	–	–	0.07%	87
2023 Q1	$93.6K	Hold	1,240	–	–	0.06%	92
2022 Q4	$76.3K	Hold	1,240	–	–	0.06%	115
2022 Q3	$75K	Hold	1,240	–	–	0.06%	118
2022 Q2	$79K	Hold	1,240	–	–	0.06%	118
2022 Q1	$100K	Hold	1,240	–	–	0.06%	109
2021 Q4	$108K	Hold	1,240	–	–	0.06%	111
2021 Q3	$93K	Hold	1,240	–	–	0.06%	122
2021 Q2	$92K	Hold	1,240	–	–	0.06%	128
2021 Q1	$83K	Hold	1,240	–	–	0.05%	136
2020 Q4	$83K	Hold	1,240	–	–	0.05%	132
2020 Q3	$72K	Sell	1,240 -200	-14%	-$11.3K	0.05%	128
2020 Q2	$75K	Buy	1,440 +200	+16%	+$9.41K	0.08%	122
2020 Q1	$57K	Hold	1,240	–	–	0.06%	153
2019 Q4	$57K	Buy	+1,240	New	+$53.1K	0.04%	139

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

Bellevue Asset Management's XLK Position: Q2 2026 in Review

Bellevue Asset Management held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 1,240 shares worth $236K. The position accounts for 0.11% of the portfolio, ranked #76.

Bellevue Asset Management first reported a position in XLK in Q4 2019 and has held it in 27 quarters since. 2,644 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Bellevue Asset Management held 1,240 shares of State Street Technology Select Sector SPDR ETF worth $236K as of Q2 2026.
Bellevue Asset Management left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.11% of Bellevue Asset Management's portfolio in Q2 2026, its #76 holding.
Bellevue Asset Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2019 and has held it in 27 quarters since.
2,644 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Bellevue Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.