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Blue Trust Inc’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Blue Trust Inc’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 		$1.18M Sell
6,179
-659
-10% -$113K 0.01% 266
2026
Q1 		$909K Sell
6,838
-1,130
-14% -$159K 0.01% 313
2025
Q4 		$1.15M Buy
7,968
+366
+5% +$52.9K 0.01% 257
2025
Q3 		$1.07M Buy
7,602
+1,110
+17% +$147K 0.01% 274
2025
Q2 		$822K Buy
6,492
+4,370
+206% +$485K 0.01% 324
2025
Q1 		$219K Hold
2,122
– – ﹤0.01% 672
2024
Q4 		$247K Sell
2,122
-2,874
-58% -$334K ﹤0.01% 575
2024
Q3 		$565K Buy
4,996
+2,516
+101% +$276K 0.01% 419
2024
Q2 		$258K Buy
2,480
+690
+39% +$72.7K ﹤0.01% 610
2024
Q1 		$186K Buy
1,790
+1,040
+139% +$105K ﹤0.01% 528
2023
Q4 		$61K Sell
750
-1,162
-61% -$103K ﹤0.01% 861
2023
Q3 		$166K Sell
1,912
-280
-13% -$24K ﹤0.01% 482
2023
Q2 		$166K Sell
2,192
-3,506
-62% -$276K ﹤0.01% 393
2023
Q1 		$355K Sell
5,698
-3,980
-41% -$274K 0.01% 364
2022
Q4 		$575K Buy
9,678
+3,788
+64% +$241K 0.01% 235
2022
Q3 		$374K Buy
5,890
+890
+18% +$60.7K 0.01% 243
2022
Q2 		$398K Buy
+5,000
New +$348K 0.01% 229

Other funds holding XLK

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Blue Trust Inc's XLK Position: Q2 2026 in Review

Blue Trust Inc reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 9.6% in Q2 2026, selling an estimated $113K and leaving 6,179 shares worth $1.18M. The position accounts for 0.01% of the portfolio, ranked #266.

Blue Trust Inc first reported a position in XLK in Q2 2022 and has held it in 17 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Blue Trust Inc held 6,179 shares of State Street Technology Select Sector SPDR ETF worth $1.18M as of Q2 2026.
  • Blue Trust Inc sold 659 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $113K.
  • State Street Technology Select Sector SPDR ETF made up 0.01% of Blue Trust Inc's portfolio in Q2 2026, its #266 holding.
  • Blue Trust Inc first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2022 and has held it in 17 quarters since.
  • 2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.