Berbice Capital Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Berbice Capital 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	$19K	Sell	100 -660	-87%	-$113K	0.01%	79
2026 Q1	$101K	Sell	760 -346	-31%	-$48.8K	0.07%	68
2025 Q4	$159K	Hold	1,106	–	–	0.1%	58
2025 Q3	$156K	Hold	1,106	–	–	0.1%	62
2025 Q2	$140K	Sell	1,106 -1,000	-47%	-$111K	0.1%	63
2025 Q1	$217K	Sell	2,106 -1,120	-35%	-$127K	0.19%	49
2024 Q4	$375K	Buy	+3,226	New	+$375K	0.3%	35

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

Berbice Capital Management's XLK Position: Q2 2026 in Review

Berbice Capital Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 87% in Q2 2026, selling an estimated $113K and leaving 100 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #79.

Berbice Capital Management first reported a position in XLK in Q4 2024 and has held it in 7 quarters since. The position peaked at $375K in Q4 2024. 2,644 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Berbice Capital Management held 100 shares of State Street Technology Select Sector SPDR ETF worth $19K as of Q2 2026.
Berbice Capital Management sold 660 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $113K.
State Street Technology Select Sector SPDR ETF made up 0.01% of Berbice Capital Management's portfolio in Q2 2026, its #79 holding.
Berbice Capital Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Berbice Capital Management's State Street Technology Select Sector SPDR ETF position peaked at $375K 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 Berbice Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.