Blue Bell Private 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
2017
Q2
Sell
-2
Closed -$1K 260
2017
Q1
$1K Buy
+2
New +$52 ﹤0.01% 246

Other funds holding XLK

Blue Bell Private Wealth Management's XLK Position: Q1 2026 in Review

Blue Bell Private Wealth Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 1.8% in Q1 2026, buying an estimated $2.82K and bringing the position to 1,106 shares worth $147K. The position accounts for 0.02% of the portfolio, ranked #297.

Blue Bell Private Wealth Management first reported a position in XLK in Q4 2013 and has held it in 50 quarters since. The position peaked at $250K in Q4 2020. 2,405 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

  • Blue Bell Private Wealth Management held 1,106 shares of State Street Technology Select Sector SPDR ETF worth $147K as of Q1 2026.
  • Blue Bell Private Wealth Management bought 20 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $2.82K.
  • State Street Technology Select Sector SPDR ETF made up 0.02% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #297 holding.
  • Blue Bell Private Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2013 and has held it in 50 quarters since.
  • Blue Bell Private Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $250K in Q4 2020.
  • 2,405 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.