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Bleakley Financial Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Bleakley Financial Group’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 		$4.99M Buy
26,173
+3,733
+17% +$638K 0.06% 247
2026
Q1 		$2.98M Sell
22,440
-192
-0.8% -$27.1K 0.05% 297
2025
Q4 		$3.26M Buy
+22,632
New +$3.27M 0.06% 264
2025
Q1 		– Sell
-14,690
Closed -$1.71M – 1033
2024
Q4 		$1.71M Sell
14,690
-224
-2% -$26.1K 0.05% 282
2024
Q3 		$1.68M Sell
14,914
-254
-2% -$27.9K 0.05% 286
2024
Q2 		$1.72M Sell
15,168
-1,942
-11% -$204K 0.05% 298
2024
Q1 		$1.78M Sell
17,110
-1,222
-7% -$124K 0.05% 309
2023
Q4 		$1.76M Buy
18,332
+166
+0.9% +$14.8K 0.06% 301
2023
Q3 		$1.49M Sell
18,166
-2,478
-12% -$213K 0.05% 312
2023
Q2 		$1.79M Sell
20,644
-298
-1% -$23.5K 0.06% 293
2023
Q1 		$1.58M Buy
20,942
+586
+3% +$40.3K 0.05% 296
2022
Q4 		$1.27M Buy
+20,356
New +$1.29M 0.05% 342

Other funds holding XLK

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Bleakley Financial Group's XLK Position: Q2 2026 in Review

Bleakley Financial Group increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 17% in Q2 2026, buying an estimated $638K and bringing the position to 26,173 shares worth $4.99M. The position accounts for 0.06% of the portfolio, ranked #247.

Bleakley Financial Group first reported a position in XLK in Q4 2022 and has held it in 12 quarters since. 1,836 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Bleakley Financial Group held 26,173 shares of State Street Technology Select Sector SPDR ETF worth $4.99M as of Q2 2026.
  • Bleakley Financial Group bought 3,733 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $638K.
  • State Street Technology Select Sector SPDR ETF made up 0.06% of Bleakley Financial Group's portfolio in Q2 2026, its #247 holding.
  • Bleakley Financial Group first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2022 and has held it in 12 quarters since.
  • 1,836 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.