Brady Family Wealth’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Brady Family Wealth’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	$1.62M	Buy	8,505 +63	+0.7%	+$10.8K	0.47%	57
2026 Q1	$1.12M	Hold	8,442	–	–	0.35%	61
2025 Q4	$1.22M	Buy	8,442 +2,800	+50%	+$404K	0.38%	59
2025 Q3	$795K	Buy	5,642 +58	+1%	+$7.68K	0.25%	67
2025 Q2	$707K	Hold	5,584	–	–	0.22%	74
2025 Q1	$576K	Hold	5,584	–	–	0.18%	82
2024 Q4	$649K	Hold	5,584	–	–	0.2%	79
2024 Q3	$630K	Hold	5,584	–	–	0.19%	78
2024 Q2	$632K	Sell	5,584 -8	-0.1%	-$842	0.2%	76
2024 Q1	$582K	Hold	5,592	–	–	0.19%	80
2023 Q4	$538K	Sell	5,592 -28	-0.5%	-$2.49K	0.18%	78
2023 Q3	$461K	Hold	5,620	–	–	0.18%	79
2023 Q2	$489K	Sell	5,620 -264	-4%	-$20.8K	0.18%	80
2023 Q1	$444K	Hold	5,884	–	–	0.18%	85
2022 Q4	$366K	Buy	+5,884	New	+$374K	0.15%	89

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

Brady Family Wealth's XLK Position: Q2 2026 in Review

Brady Family Wealth increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.75% in Q2 2026, buying an estimated $10.8K and bringing the position to 8,505 shares worth $1.62M. The position accounts for 0.47% of the portfolio, ranked #57.

Brady Family Wealth first reported a position in XLK in Q4 2022 and has held it in 15 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Brady Family Wealth held 8,505 shares of State Street Technology Select Sector SPDR ETF worth $1.62M as of Q2 2026.
Brady Family Wealth bought 63 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $10.8K.
State Street Technology Select Sector SPDR ETF made up 0.47% of Brady Family Wealth's portfolio in Q2 2026, its #57 holding.
Brady Family Wealth first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Brady Family Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.