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

Bellwether 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	$71.7M	Buy	376,090 +39,965	+12%	+$6.83M	10.61%	1
2026 Q1	$44.7M	Sell	336,125 -152,227	-31%	-$21.5M	7.57%	1
2025 Q4	$70.3M	Sell	488,352 -42,694	-8%	-$6.17M	11.22%	1
2025 Q3	$74.8M	Buy	531,046 +1,230	+0.2%	+$163K	12.37%	1
2025 Q2	$67.1M	Sell	529,816 -168,486	-24%	-$18.7M	11.46%	1
2025 Q1	$72.1M	Sell	698,302 -236,894	-25%	-$26.9M	15.06%	1
2024 Q4	$109M	Buy	935,196 +299,920	+47%	+$34.9M	19.44%	1
2024 Q3	$71.7M	Sell	635,276 -3,580	-0.6%	-$393K	13.77%	1
2024 Q2	$72.3M	Buy	638,856 +56,962	+10%	+$6M	15.16%	1
2024 Q1	$60.6M	Buy	581,894 +42,696	+8%	+$4.32M	13.31%	1
2023 Q4	$51.9M	Sell	539,198 -129,096	-19%	-$11.5M	12.76%	1
2023 Q3	$54.8M	Buy	668,294 +44,466	+7%	+$3.81M	14.91%	1
2023 Q2	$54.2M	Sell	623,828 -51,088	-8%	-$4.03M	15.96%	2
2023 Q1	$51M	Buy	+674,916	New	+$46.4M	13.96%	2
2022 Q2	–	Sell	-6,258	Closed	-$497K	–	595
2022 Q1	$497K	Hold	6,258	–	–	0.15%	102
2021 Q4	$544K	Hold	6,258	–	–	0.17%	87
2021 Q3	$467K	Sell	6,258 -176,426	-97%	-$13.6M	0.16%	107
2021 Q2	$13.5M	Buy	182,684 +105,502	+137%	+$7.39M	4.65%	2
2021 Q1	$5.13M	Sell	77,182 -32,832	-30%	-$2.17M	2.03%	13
2020 Q4	$7.15M	Buy	+110,014	New	+$6.7M	3.15%	6

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

Bellwether Advisors's XLK Position: Q2 2026 in Review

Bellwether Advisors increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 12% in Q2 2026, buying an estimated $6.83M and bringing the position to 376,090 shares worth $71.7M. The position accounts for 10.61% of the portfolio, ranked #1.

Bellwether Advisors first reported a position in XLK in Q4 2020 and has held it in 20 quarters since. The position peaked at $109M in Q4 2024. 2,644 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Bellwether Advisors held 376,090 shares of State Street Technology Select Sector SPDR ETF worth $71.7M as of Q2 2026.
Bellwether Advisors bought 39,965 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $6.83M.
State Street Technology Select Sector SPDR ETF made up 10.61% of Bellwether Advisors's portfolio in Q2 2026, its #1 holding.
Bellwether Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2020 and has held it in 20 quarters since.
Bellwether Advisors's State Street Technology Select Sector SPDR ETF position peaked at $109M in Q4 2024.
2,644 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Bellwether Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.