Bradley & Co Private Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Bradley & Co Private 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	$405K	Hold	2,126	–	–	0.19%	47
2026 Q1	$283K	Hold	2,126	–	–	0.15%	49
2025 Q4	$306K	Hold	2,126	–	–	0.16%	43
2025 Q3	$300K	Hold	2,126	–	–	0.17%	37
2025 Q2	$269K	Hold	2,126	–	–	0.16%	36
2025 Q1	$219K	Hold	2,126	–	–	0.15%	39
2024 Q4	$247K	Buy	+2,126	New	+$247K	0.15%	37
2024 Q2	$240K	Hold	2,126	–	–	0.18%	34
2024 Q1	$221K	Hold	2,126	–	–	0.18%	33
2023 Q4	$205K	Hold	2,126	–	–	0.19%	33
2023 Q3	$174K	Hold	2,126	–	–	0.18%	32
2023 Q2	$185K	Hold	2,126	–	–	0.18%	32
2023 Q1	$161K	Hold	2,126	–	–	0.18%	32
2022 Q4	$132K	Hold	2,126	–	–	0.16%	39
2022 Q3	$126K	Hold	2,126	–	–	0.15%	47
2022 Q2	$135K	Hold	2,126	–	–	0.15%	53
2022 Q1	$169K	Hold	2,126	–	–	0.15%	55
2021 Q4	$185K	Hold	2,126	–	–	0.15%	53
2021 Q3	$159K	Hold	2,126	–	–	0.14%	54
2021 Q2	$157K	Hold	2,126	–	–	0.14%	58
2021 Q1	$141K	Buy	+2,126	New	+$140K	0.13%	60

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 22.9% 1-Year Est. Return

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

Bradley & Co Private Wealth Management's XLK Position: Q2 2026 in Review

Bradley & Co Private Wealth Management held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 2,126 shares worth $405K. The position accounts for 0.19% of the portfolio, ranked #47.

Bradley & Co Private Wealth Management first reported a position in XLK in Q1 2021 and has held it in 21 quarters since. 2,671 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Bradley & Co Private Wealth Management held 2,126 shares of State Street Technology Select Sector SPDR ETF worth $405K as of Q2 2026.
Bradley & Co Private Wealth Management left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.19% of Bradley & Co Private Wealth Management's portfolio in Q2 2026, its #47 holding.
Bradley & Co Private Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2021 and has held it in 21 quarters since.
2,671 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Bradley & Co Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.