Bramshill Investments’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Bramshill Investments’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	$953K	Sell	5,000 -500	-9%	-$85.4K	0.07%	71
2026 Q1	$731K	Sell	5,500 -15,000	-73%	-$2.11M	0.06%	93
2025 Q4	$2.95M	Sell	20,500 -1,500	-7%	-$217K	0.17%	24
2025 Q3	$3.1M	Buy	22,000 +5,000	+29%	+$662K	0.21%	18
2025 Q2	$2.15M	Sell	17,000 -5,000	-23%	-$555K	0.23%	16
2025 Q1	$2.27M	Sell	22,000 -17,096	-44%	-$1.94M	0.23%	20
2024 Q4	$4.55M	Sell	39,096 -2,000	-5%	-$233K	0.71%	10
2024 Q3	$4.64M	Buy	+41,096	New	+$4.51M	0.51%	11

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

Bramshill Investments's XLK Position: Q2 2026 in Review

Bramshill Investments reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 9.1% in Q2 2026, selling an estimated $85.4K and leaving 5,000 shares worth $953K. The position accounts for 0.07% of the portfolio, ranked #71.

Bramshill Investments first reported a position in XLK in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.64M in Q3 2024. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Bramshill Investments held 5,000 shares of State Street Technology Select Sector SPDR ETF worth $953K as of Q2 2026.
Bramshill Investments sold 500 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $85.4K.
State Street Technology Select Sector SPDR ETF made up 0.07% of Bramshill Investments's portfolio in Q2 2026, its #71 holding.
Bramshill Investments first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2024 and has held it in 8 quarters since.
Bramshill Investments's State Street Technology Select Sector SPDR ETF position peaked at $4.64M in Q3 2024.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Bramshill Investments's 13F filing for Q2 2026, filed 14 Aug 2026.