BlueStem Wealth Partners’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

BlueStem Wealth Partners’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	$20M	Buy	+104,851	New	+$17.9M	1.99%	14
2026 Q1	–	Sell	-53,570	Closed	-$7.71M	–	140
2025 Q4	$7.71M	Sell	53,570 -1,964	-4%	-$284K	0.85%	28
2025 Q3	$7.83M	Buy	+55,534	New	+$7.35M	0.9%	21
2025 Q2	–	Sell	-59,314	Closed	-$6.12M	–	126
2025 Q1	$6.12M	Buy	59,314 +4,470	+8%	+$507K	0.84%	23
2024 Q4	$6.38M	Buy	+54,844	New	+$6.38M	0.84%	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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlueStem Wealth Partners's XLK Position: Q2 2026 in Review

BlueStem Wealth Partners opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q2 2026: 104,851 shares worth $20M. The stake represents 1.99% of the portfolio and ranks #14 among its holdings. This is a return to the name: BlueStem Wealth Partners previously reported a position in XLK as recently as Q4 2025.

BlueStem Wealth Partners first reported a position in XLK in Q4 2024 and has held it in 5 quarters since. 2,644 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

BlueStem Wealth Partners held 104,851 shares of State Street Technology Select Sector SPDR ETF worth $20M as of Q2 2026.
State Street Technology Select Sector SPDR ETF was a new BlueStem Wealth Partners position in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 1.99% of BlueStem Wealth Partners's portfolio in Q2 2026, its #14 holding.
BlueStem Wealth Partners first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2024 and has held it in 5 quarters since.
2,644 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

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