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

BKM 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 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

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

BKM Wealth Management's XLK Position: Q1 2026 in Review

BKM Wealth Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 4.8% in Q1 2026, buying an estimated $13.8K and bringing the position to 2,148 shares worth $285K. The position accounts for 0.1% of the portfolio, ranked #127.

BKM Wealth Management first reported a position in XLK in Q4 2023 and has held it in 8 quarters since. The position peaked at $295K in Q4 2025. 2,400 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

BKM Wealth Management held 2,148 shares of State Street Technology Select Sector SPDR ETF worth $285K as of Q1 2026.
BKM Wealth Management bought 98 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $13.8K.
State Street Technology Select Sector SPDR ETF made up 0.1% of BKM Wealth Management's portfolio in Q1 2026, its #127 holding.
BKM Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2023 and has held it in 8 quarters since.
BKM Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $295K 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 BKM Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.