Beverly Hills Private Wealth’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Beverly Hills Private Wealth’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	$276K	Buy	+1,447	New	+$247K	0.05%	208
2026 Q1	–	Sell	-1,527	Closed	-$220K	–	369
2025 Q4	$220K	Sell	1,527 -1	-0.1%	-$144	0.04%	307
2025 Q3	$215K	Buy	+1,528	New	+$202K	0.04%	317

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

Beverly Hills Private Wealth's XLK Position: Q2 2026 in Review

Beverly Hills Private Wealth opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q2 2026: 1,447 shares worth $276K. The stake represents 0.05% of the portfolio and ranks #208 among its holdings. This is a return to the name: Beverly Hills Private Wealth previously reported a position in XLK as recently as Q4 2025.

Beverly Hills Private Wealth first reported a position in XLK in Q3 2025 and has held it in 3 quarters since. 2,644 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Beverly Hills Private Wealth held 1,447 shares of State Street Technology Select Sector SPDR ETF worth $276K as of Q2 2026.
State Street Technology Select Sector SPDR ETF was a new Beverly Hills Private Wealth position in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.05% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #208 holding.
Beverly Hills Private Wealth first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2025 and has held it in 3 quarters since.
2,644 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.