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

BlackDiamond 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 Q2	$3.02M	Sell	16,215 -3,150	-16%	-$538K	1.21%	17
2026 Q1	$2.57M	Buy	19,365 +144	+0.7%	+$20.3K	1.24%	18
2025 Q4	$2.76M	Buy	19,221 +281	+1%	+$40.6K	1.34%	21
2025 Q3	$2.67M	Sell	18,940 -438	-2%	-$58K	1.46%	21
2025 Q2	$2.43M	Sell	19,378 -1,992	-9%	-$221K	1.4%	20
2025 Q1	$2.32M	Buy	21,370 +1,310	+7%	+$149K	1.57%	17
2024 Q4	$2.33M	Sell	20,060 -58	-0.3%	-$6.75K	1.35%	22
2024 Q3	$2.38M	Sell	20,118 -3,122	-13%	-$343K	1.44%	23
2024 Q2	$2.38M	Buy	23,240 +760	+3%	+$80K	1.56%	18
2024 Q1	$2.34M	Buy	22,480 +1,196	+6%	+$121K	1.67%	16
2023 Q4	$2.16M	Sell	21,284 -324	-1%	-$28.8K	1.58%	16
2023 Q3	$1.76M	Buy	21,608 +5,922	+38%	+$508K	1.59%	19
2023 Q2	$1.4M	Sell	15,686 -11,014	-41%	-$868K	1.18%	24
2023 Q1	$1.92M	Buy	26,700 +5,748	+27%	+$396K	1.97%	14
2022 Q4	$1.33M	Buy	20,952 +1,114	+6%	+$70.7K	1.51%	20
2022 Q3	$1.27M	Buy	+19,838	New	+$1.35M	1.53%	20
2022 Q2	–	Sell	-10,444	Closed	-$830K	–	132
2022 Q1	$830K	Sell	10,444 -5,494	-34%	-$431K	0.99%	26
2021 Q4	$1.39M	Buy	+15,938	New	+$1.31M	1.59%	19

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

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

BlackDiamond Wealth Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 16% in Q2 2026, selling an estimated $538K and leaving 16,215 shares worth $3.02M. The position accounts for 1.21% of the portfolio, ranked #17.

BlackDiamond Wealth Management first reported a position in XLK in Q4 2021 and has held it in 18 quarters since. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

BlackDiamond Wealth Management held 16,215 shares of State Street Technology Select Sector SPDR ETF worth $3.02M as of Q2 2026.
BlackDiamond Wealth Management sold 3,150 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $538K.
State Street Technology Select Sector SPDR ETF made up 1.21% of BlackDiamond Wealth Management's portfolio in Q2 2026, its #17 holding.
BlackDiamond Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and has held it in 18 quarters since.
2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.