Bernard Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Bernard Wealth 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	$1.06M	Hold	5,546	–	–	0.39%	33
2026 Q1	$737K	Buy	5,546 +150	+3%	+$21.1K	0.31%	38
2025 Q4	$777K	Hold	5,396	–	–	0.32%	39
2025 Q3	$760K	Buy	5,396 +3,546	+192%	+$470K	0.32%	39
2025 Q2	$234K	Sell	1,850 -1,714	-48%	-$190K	0.11%	52
2025 Q1	$368K	Buy	3,564 +1,714	+93%	+$194K	0.18%	45
2024 Q4	$215K	Buy	+1,850	New	+$215K	0.1%	55

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

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bernard Wealth Management's XLK Position: Q2 2026 in Review

Bernard Wealth Management held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 5,546 shares worth $1.06M. The position accounts for 0.39% of the portfolio, ranked #33.

Bernard Wealth Management first reported a position in XLK in Q4 2024 and has held it in 7 quarters since. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Bernard Wealth Management held 5,546 shares of State Street Technology Select Sector SPDR ETF worth $1.06M as of Q2 2026.
Bernard Wealth 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 0.39% of Bernard Wealth Management's portfolio in Q2 2026, its #33 holding.
Bernard Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.