Brand Asset Management Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Brand Asset Management Group’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	$241K	Buy	+1,266	New	+$216K	0.05%	198
2021 Q2	–	Sell	-1,010	Closed	-$67K	–	274
2021 Q1	$67K	Hold	1,010	–	–	0.03%	117
2020 Q4	$66K	Sell	1,010 -808	-44%	-$49.2K	0.04%	105
2020 Q3	$106K	Hold	1,818	–	–	0.07%	86
2020 Q2	$95K	Sell	1,818 -44	-2%	-$2.07K	0.06%	85
2020 Q1	$75K	Buy	1,862 +44	+2%	+$2.01K	0.06%	88
2019 Q4	$83K	Hold	1,818	–	–	0.05%	106
2019 Q3	$73K	Hold	1,818	–	–	0.05%	110
2019 Q2	$71K	Hold	1,818	–	–	0.05%	113
2019 Q1	$67K	Buy	+1,818	New	+$62.2K	0.05%	106

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

Brand Asset Management Group's XLK Position: Q2 2026 in Review

Brand Asset Management Group opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q2 2026: 1,266 shares worth $241K. The stake represents 0.05% of the portfolio and ranks #198 among its holdings. This is a return to the name: Brand Asset Management Group previously reported a position in XLK as recently as Q1 2021.

Brand Asset Management Group first reported a position in XLK in Q1 2019 and has held it in 10 quarters since. 2,671 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Brand Asset Management Group held 1,266 shares of State Street Technology Select Sector SPDR ETF worth $241K as of Q2 2026.
State Street Technology Select Sector SPDR ETF was a new Brand Asset Management Group position in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.05% of Brand Asset Management Group's portfolio in Q2 2026, its #198 holding.
Brand Asset Management Group first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2019 and has held it in 10 quarters since.
2,671 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Brand Asset Management Group's 13F filing for Q2 2026, filed 12 Aug 2026.