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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bradley & Co Private Wealth Management's XLK Position: Q1 2026 in Review

Bradley & Co Private Wealth Management held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q1 2026 at 2,126 shares worth $283K. The position accounts for 0.15% of the portfolio, ranked #49.

Bradley & Co Private Wealth Management first reported a position in XLK in Q1 2021 and has held it in 20 quarters since. The position peaked at $306K in Q4 2025. 2,402 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Bradley & Co Private Wealth Management held 2,126 shares of State Street Technology Select Sector SPDR ETF worth $283K as of Q1 2026.
Bradley & Co Private Wealth Management left its State Street Technology Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Technology Select Sector SPDR ETF made up 0.15% of Bradley & Co Private Wealth Management's portfolio in Q1 2026, its #49 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 20 quarters since.
Bradley & Co Private Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $306K in Q4 2025.
2,402 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Bradley & Co Private Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.