BFS
XLK icon

Bradley Foster & Sargent’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Bradley Foster & Sargent’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 		$2.73M Sell
14,351
-127
-0.9% -$21.7K 0.04% 203
2026
Q1 		$1.92M Buy
14,478
+884
+7% +$125K 0.03% 227
2025
Q4 		$1.96M Buy
13,594
+154
+1% +$22.2K 0.03% 228
2025
Q3 		$1.89M Buy
13,440
+454
+3% +$60.1K 0.03% 234
2025
Q2 		$1.64M Sell
12,986
-912
-7% -$101K 0.03% 242
2025
Q1 		$1.43M Sell
13,898
-976
-7% -$111K 0.02% 234
2024
Q4 		$1.73M Buy
14,874
+8
+0.1% +$931 0.03% 218
2024
Q3 		$1.68M Sell
14,866
-386
-3% -$42.4K 0.03% 220
2024
Q2 		$1.73M Buy
15,252
+18
+0.1% +$1.9K 0.03% 206
2024
Q1 		$1.59M Sell
15,234
-240
-2% -$24.3K 0.03% 226
2023
Q4 		$1.49M Sell
15,474
-4,116
-21% -$366K 0.03% 233
2023
Q3 		$1.7M Hold
19,590
– – 0.04% 217
2023
Q2 		$1.7M Buy
19,590
+18
+0.1% +$1.42K 0.04% 217
2023
Q1 		$1.48M Sell
19,572
-326
-2% -$22.4K 0.04% 208
2022
Q4 		$1.24M Sell
19,898
-1,486
-7% -$94.4K 0.03% 226
2022
Q3 		$1.27M Sell
21,384
-42
-0.2% -$2.87K 0.04% 205
2022
Q2 		$1.36M Sell
21,426
-62
-0.3% -$4.32K 0.04% 210
2022
Q1 		$1.71M Buy
21,488
+8,600
+67% +$675K 0.04% 217
2021
Q4 		$1.12M Buy
12,888
+2,444
+23% +$201K 0.02% 235
2021
Q3 		$780K Sell
10,444
-84
-0.8% -$6.48K 0.02% 259
2021
Q2 		$777K Sell
10,528
-592
-5% -$41.5K 0.02% 260
2021
Q1 		$738K Hold
11,120
– – 0.02% 255
2020
Q4 		$723K Sell
11,120
-160
-1% -$9.74K 0.02% 255
2020
Q3 		$658K Buy
+11,280
New +$637K 0.02% 232
2020
Q1 		$429K Sell
10,686
-20
-0.2% -$913 0.02% 242
2019
Q4 		$491K Buy
10,706
+2,746
+34% +$118K 0.02% 267
2019
Q3 		$321K Hold
7,960
– – 0.01% 293
2019
Q2 		$311K Sell
7,960
-120
-1% -$4.58K 0.01% 297
2019
Q1 		$299K Hold
8,080
– – 0.01% 307
2018
Q4 		$250K Sell
8,080
-270
-3% -$9.13K 0.01% 312
2018
Q3 		$315K Sell
8,350
-440
-5% -$16.1K 0.01% 317
2018
Q2 		$305K Sell
8,790
-2,380
-21% -$81.7K 0.01% 316
2018
Q1 		$365K Hold
11,170
– – 0.01% 290
2017
Q4 		$357K Hold
11,170
– – 0.01% 289
2017
Q3 		$330K Sell
11,170
-6,110
-35% -$176K 0.01% 293
2017
Q2 		$473K Sell
17,280
-2,016
-10% -$55.5K 0.02% 263
2017
Q1 		$514K Buy
19,296
+2,096
+12% +$54K 0.02% 255
2016
Q4 		$416K Buy
17,200
+1,600
+10% +$38.2K 0.02% 277
2016
Q3 		$373K Sell
15,600
-400
-3% -$9.29K 0.02% 281
2016
Q2 		$347K Sell
16,000
-1,390
-8% -$30.1K 0.02% 276
2016
Q1 		$386K Buy
17,390
+5,290
+44% +$109K 0.02% 262
2015
Q4 		$259K Hold
12,100
– – 0.01% 294
2015
Q3 		$239K Hold
12,100
– – 0.01% 304
2015
Q2 		$250K Hold
12,100
– – 0.01% 321
2015
Q1 		$251K Hold
12,100
– – 0.01% 317
2014
Q4 		$250K Hold
12,100
– – 0.01% 308
2014
Q3 		$241K Buy
+12,100
New +$240K 0.01% 321

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bradley Foster & Sargent's XLK Position: Q2 2026 in Review

Bradley Foster & Sargent reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.88% in Q2 2026, selling an estimated $21.7K and leaving 14,351 shares worth $2.73M. The position accounts for 0.04% of the portfolio, ranked #203.

Bradley Foster & Sargent first reported a position in XLK in Q3 2014 and has held it in 47 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Bradley Foster & Sargent held 14,351 shares of State Street Technology Select Sector SPDR ETF worth $2.73M as of Q2 2026.
  • Bradley Foster & Sargent sold 127 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $21.7K.
  • State Street Technology Select Sector SPDR ETF made up 0.04% of Bradley Foster & Sargent's portfolio in Q2 2026, its #203 holding.
  • Bradley Foster & Sargent first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2014 and has held it in 47 quarters since.
  • 2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Bradley Foster & Sargent's 13F filing for Q2 2026, filed 14 Aug 2026.