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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$345K Sell
1,809
-339
-16% -$57.9K 0.12% 119
2026
Q1
$285K Buy
2,148
+98
+5% +$13.8K 0.1% 127
2025
Q4
$295K Buy
2,050
+2
+0.1% +$289 0.11% 127
2025
Q3
$289K Hold
2,048
0.11% 128
2025
Q2
$259K Sell
2,048
-30
-1% -$3.33K 0.1% 137
2025
Q1
$215K Hold
2,078
0.09% 147
2024
Q4
$242K Buy
2,078
+208
+11% +$24.2K 0.1% 149
2024
Q3
$211K Buy
+1,870
New +$205K 0.09% 160
2024
Q1
Sell
-1,788
Closed -$172K 576
2023
Q4
$172K Buy
+1,788
New +$159K 0.07% 162

Other funds holding XLK

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

BKM Wealth Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 16% in Q2 2026, selling an estimated $57.9K and leaving 1,809 shares worth $345K. The position accounts for 0.12% of the portfolio, ranked #119.

BKM Wealth Management first reported a position in XLK in Q4 2023 and has held it in 9 quarters since. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • BKM Wealth Management held 1,809 shares of State Street Technology Select Sector SPDR ETF worth $345K as of Q2 2026.
  • BKM Wealth Management sold 339 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $57.9K.
  • State Street Technology Select Sector SPDR ETF made up 0.12% of BKM Wealth Management's portfolio in Q2 2026, its #119 holding.
  • BKM Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2023 and has held it in 9 quarters since.
  • 2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on BKM Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.