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 Q2	$1.6M	Buy	8,406 +960	+13%	+$164K	0.05%	209
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

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

BIP Wealth's XLK Position: Q2 2026 in Review

BIP Wealth increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 13% in Q2 2026, buying an estimated $164K and bringing the position to 8,406 shares worth $1.6M. The position accounts for 0.05% of the portfolio, ranked #209.

BIP Wealth first reported a position in XLK in Q1 2023 and has held it in 14 quarters since. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

BIP Wealth held 8,406 shares of State Street Technology Select Sector SPDR ETF worth $1.6M as of Q2 2026.
BIP Wealth bought 960 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $164K.
State Street Technology Select Sector SPDR ETF made up 0.05% of BIP Wealth's portfolio in Q2 2026, its #209 holding.
BIP Wealth first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2023 and has held it in 14 quarters since.
2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.