Brandywine Oak Private Wealth’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Brandywine Oak Private 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	$1.57M	Sell	8,246 -917	-10%	-$157K	0.12%	87
2026 Q1	$1.22M	Sell	9,163 -9	-0.1%	-$1.27K	0.1%	99
2025 Q4	$1.32M	Buy	9,172 +140	+2%	+$20.2K	0.11%	91
2025 Q3	$1.27M	Buy	9,032 +6	+0.1%	+$795	0.11%	91
2025 Q2	$1.14M	Sell	9,026 -214	-2%	-$23.7K	0.11%	95
2025 Q1	$954K	Buy	9,240 +4	+0%	+$453	0.09%	104
2024 Q4	$1.07M	Buy	9,236 +6	+0.1%	+$698	0.11%	99
2024 Q3	$1.04M	Buy	9,230 +2,276	+33%	+$250K	0.1%	102
2024 Q2	$786K	Buy	6,954 +362	+5%	+$38.1K	0.08%	111
2024 Q1	$686K	Sell	6,592 -48	-0.7%	-$4.85K	0.07%	123
2023 Q4	$639K	Sell	6,640 -2,040	-24%	-$182K	0.07%	125
2023 Q3	$711K	Sell	8,680 -34	-0.4%	-$2.92K	0.08%	117
2023 Q2	$758K	Sell	8,714 -1,302	-13%	-$103K	0.08%	121
2023 Q1	$756K	Buy	10,016 +56	+0.6%	+$3.85K	0.09%	119
2022 Q4	$620K	Buy	9,960 +14	+0.1%	+$889	0.08%	138
2022 Q3	$590K	Sell	9,946 -102	-1%	-$6.96K	0.08%	138
2022 Q2	$638K	Sell	10,048 -3,180	-24%	-$222K	0.08%	145
2022 Q1	$1.08M	Buy	13,228 +1,814	+16%	+$142K	0.12%	119
2021 Q4	$1M	Sell	11,414 -118	-1%	-$9.72K	0.11%	135
2021 Q3	$861K	Sell	11,532 -230	-2%	-$17.7K	0.1%	143
2021 Q2	$868K	Buy	11,762 +486	+4%	+$34K	0.1%	137
2021 Q1	$748K	Sell	11,276 -962	-8%	-$63.5K	0.11%	114
2020 Q4	$795K	Hold	12,238	–	–	0.12%	104
2020 Q3	$714K	Sell	12,238 -2,452	-17%	-$139K	0.12%	106
2020 Q2	$767K	Buy	14,690 +5,768	+65%	+$271K	0.14%	95
2020 Q1	$412K	Buy	+8,922	New	+$407K	0.09%	131
2019 Q3	–	Sell	-5,346	Closed	-$208K	–	247
2019 Q2	$208K	Buy	+5,346	New	+$204K	0.04%	211
2019 Q1	–	Sell	-3,450	Closed	-$106K	–	647
2018 Q4	$106K	Buy	+3,450	New	+$117K	0.02%	265

Other funds holding XLK

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

Brandywine Oak Private Wealth's XLK Position: Q2 2026 in Review

Brandywine Oak Private Wealth reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 10% in Q2 2026, selling an estimated $157K and leaving 8,246 shares worth $1.57M. The position accounts for 0.12% of the portfolio, ranked #87.

Brandywine Oak Private Wealth first reported a position in XLK in Q4 2018 and has held it in 28 quarters since. 1,377 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Brandywine Oak Private Wealth held 8,246 shares of State Street Technology Select Sector SPDR ETF worth $1.57M as of Q2 2026.
Brandywine Oak Private Wealth sold 917 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $157K.
State Street Technology Select Sector SPDR ETF made up 0.12% of Brandywine Oak Private Wealth's portfolio in Q2 2026, its #87 holding.
Brandywine Oak Private Wealth first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2018 and has held it in 28 quarters since.
1,377 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.