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

BIP 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 Q1	$990K	Sell	7,446 -1,209	-14%	-$170K	0.04%	199
2025 Q4	$1.25M	Buy	8,655 +157	+2%	+$22.7K	0.04%	188
2025 Q3	$1.2M	Sell	8,498 -320	-4%	-$42.4K	0.06%	113
2025 Q2	$1.12M	Sell	8,818 -418	-5%	-$46.4K	0.07%	90
2025 Q1	$954K	Sell	9,236 -596	-6%	-$67.6K	0.06%	103
2024 Q4	$1.14M	Sell	9,832 -16	-0.2%	-$1.86K	0.08%	91
2024 Q3	$1.11M	Buy	9,848 +806	+9%	+$88.5K	0.08%	88
2024 Q2	$1.02M	Sell	9,042 -1,166	-11%	-$123K	0.08%	76
2024 Q1	$1.06M	Sell	10,208 -400	-4%	-$40.5K	0.08%	84
2023 Q4	$1.02M	Buy	10,608 +1,000	+10%	+$89K	0.08%	81
2023 Q3	$788K	Sell	9,608 -1,590	-14%	-$136K	0.07%	83
2023 Q2	$973K	Sell	11,198 -1,904	-15%	-$150K	0.08%	78
2023 Q1	$989K	Buy	+13,102	New	+$902K	0.11%	80

Other funds holding XLK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BIP Wealth's XLK Position: Q1 2026 in Review

BIP Wealth reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 14% in Q1 2026, selling an estimated $170K and leaving 7,446 shares worth $990K. The position accounts for 0.04% of the portfolio, ranked #199.

BIP Wealth first reported a position in XLK in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.25M in Q4 2025. 2,400 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

BIP Wealth held 7,446 shares of State Street Technology Select Sector SPDR ETF worth $990K as of Q1 2026.
BIP Wealth sold 1,209 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $170K.
State Street Technology Select Sector SPDR ETF made up 0.04% of BIP Wealth's portfolio in Q1 2026, its #199 holding.
BIP Wealth first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2023 and has held it in 13 quarters since.
BIP Wealth's State Street Technology Select Sector SPDR ETF position peaked at $1.25M in Q4 2025.
2,400 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.