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Bogart Wealth LLC’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Bogart Wealth LLC’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 		$105K Hold
553
– – ﹤0.01% 374
2026
Q1 		$73.5K Hold
553
– – ﹤0.01% 413
2025
Q4 		$79.6K Sell
553
-1
-0.2% -$144 ﹤0.01% 368
2025
Q3 		$78.1K Sell
554
-200
-27% -$26.5K ﹤0.01% 363
2025
Q2 		$95.5K Hold
754
– – ﹤0.01% 330
2025
Q1 		$77.9K Sell
754
-66
-8% -$7.48K ﹤0.01% 333
2024
Q4 		$95.4K Sell
820
-2
-0.2% -$233 ﹤0.01% 321
2024
Q3 		$92.8K Buy
822
+220
+37% +$24.1K ﹤0.01% 316
2024
Q2 		$68.1K Buy
602
+2
+0.3% +$211 ﹤0.01% 345
2024
Q1 		$62.5K Hold
600
– – ﹤0.01% 349
2023
Q4 		$57.8K Buy
600
+400
+200% +$35.6K ﹤0.01% 354
2023
Q3 		$16.4K Hold
200
– – ﹤0.01% 509
2023
Q2 		$17.4K Sell
200
-800
-80% -$63.1K ﹤0.01% 488
2023
Q1 		$75.5K Sell
1,000
-200
-17% -$13.8K 0.01% 261
2022
Q4 		$74.7K Buy
+1,200
New +$76.2K 0.01% 254
2022
Q1 		– Sell
-308
Closed -$27K – 867
2021
Q4 		$27K Buy
308
+40
+15% +$3.29K ﹤0.01% 334
2021
Q3 		$20K Buy
+268
New +$20.7K ﹤0.01% 361
2019
Q3 		– Sell
-576
Closed -$22K – 384
2019
Q2 		$22K Hold
576
– – 0.01% 192
2019
Q1 		$21K Hold
576
– – 0.01% 202
2018
Q4 		$17K Sell
576
-30,930
-98% -$1.05M 0.01% 212
2018
Q3 		$1.19M Sell
31,506
-4,304
-12% -$158K 0.69% 34
2018
Q2 		$1.24M Buy
35,810
+2,018
+6% +$69.2K 0.76% 31
2018
Q1 		$1.11M Buy
33,792
+2,672
+9% +$89.7K 0.64% 33
2017
Q4 		$995K Buy
31,120
+4,584
+17% +$144K 0.64% 34
2017
Q3 		$797K Buy
26,536
+814
+3% +$23.5K 0.59% 36
2017
Q2 		$704K Sell
25,722
-2,080
-7% -$57.2K 0.45% 37
2017
Q1 		$741K Buy
27,802
+3,344
+14% +$86.2K 0.49% 37
2016
Q4 		$591K Buy
+24,458
New +$584K 0.4% 41

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
APTFM
AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bogart Wealth LLC's XLK Position: Q2 2026 in Review

Bogart Wealth LLC held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 553 shares worth $105K. The position accounts for ﹤0.01% of the portfolio, ranked #374.

Bogart Wealth LLC first reported a position in XLK in Q4 2016 and has held it in 28 quarters since. The position peaked at $1.24M in Q2 2018. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Bogart Wealth LLC held 553 shares of State Street Technology Select Sector SPDR ETF worth $105K as of Q2 2026.
  • Bogart Wealth LLC left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Technology Select Sector SPDR ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #374 holding.
  • Bogart Wealth LLC first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2016 and has held it in 28 quarters since.
  • Bogart Wealth LLC's State Street Technology Select Sector SPDR ETF position peaked at $1.24M in Q2 2018.
  • 2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.