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

BNC 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	$658K	Sell	3,456 -40	-1%	-$6.83K	0.16%	66
2026 Q1	$465K	Sell	3,496 -500	-13%	-$70.5K	0.13%	76
2025 Q4	$575K	Sell	3,996 -568	-12%	-$82K	0.15%	66
2025 Q3	$643K	Sell	4,564 -20	-0.4%	-$2.65K	0.16%	62
2025 Q2	$580K	Buy	4,584 +12	+0.3%	+$1.33K	0.17%	58
2025 Q1	$472K	Sell	4,572 -222	-5%	-$25.2K	0.17%	67
2024 Q4	$557K	Buy	4,794 +196	+4%	+$22.8K	0.18%	65
2024 Q3	$519K	Sell	4,598 -45,684	-91%	-$5.01M	0.19%	64
2024 Q2	$5.69M	Buy	50,282 +35,268	+235%	+$3.71M	2.11%	13
2024 Q1	$1.56M	Sell	15,014 -5,424	-27%	-$549K	0.67%	40
2023 Q4	$1.97M	Sell	20,438 -10,834	-35%	-$965K	0.93%	36
2023 Q3	$2.56M	Buy	31,272 +4,278	+16%	+$367K	1.37%	27
2023 Q2	$2.35M	Sell	26,994 -892	-3%	-$70.3K	1.25%	32
2023 Q1	$2.11M	Buy	27,886 +2,316	+9%	+$159K	1.18%	32
2022 Q4	$1.59M	Sell	25,570 -8,308	-25%	-$528K	0.94%	36
2022 Q3	$2.01M	Buy	33,878 +3,018	+10%	+$206K	1.22%	27
2022 Q2	$1.96M	Buy	30,860 +686	+2%	+$47.8K	1.03%	31
2022 Q1	$2.4M	Buy	30,174 +14,498	+92%	+$1.14M	1.18%	27
2021 Q4	$1.36M	Buy	+15,676	New	+$1.29M	0.64%	49

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

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

BNC Wealth Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 1.1% in Q2 2026, selling an estimated $6.83K and leaving 3,456 shares worth $658K. The position accounts for 0.16% of the portfolio, ranked #66.

BNC Wealth Management first reported a position in XLK in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.69M in Q2 2024. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

BNC Wealth Management held 3,456 shares of State Street Technology Select Sector SPDR ETF worth $658K as of Q2 2026.
BNC Wealth Management sold 40 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $6.83K.
State Street Technology Select Sector SPDR ETF made up 0.16% of BNC Wealth Management's portfolio in Q2 2026, its #66 holding.
BNC Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
BNC Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $5.69M in Q2 2024.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on BNC Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.