Braun-Bostich & Associates’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Braun-Bostich & Associates’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	$490K	Sell	2,570 -18	-0.7%	-$3.08K	0.27%	64
2026 Q1	$344K	Sell	2,588 -12	-0.5%	-$1.69K	0.22%	79
2025 Q4	$374K	Sell	2,600 -410	-14%	-$59.2K	0.23%	74
2025 Q3	$424K	Sell	3,010 -24,192	-89%	-$3.2M	0.27%	69
2025 Q2	$3.44M	Buy	27,202 +8,474	+45%	+$940K	2.35%	13
2025 Q1	$1.93M	Sell	18,728 -728	-4%	-$82.5K	1.43%	22
2024 Q4	$2.26M	Sell	19,456 -362	-2%	-$42.1K	1.63%	18
2024 Q3	$2.24M	Buy	19,818 +722	+4%	+$79.3K	1.56%	19
2024 Q2	$2.16M	Buy	19,096 +7,760	+68%	+$817K	1.61%	16
2024 Q1	$1.18M	Buy	+11,336	New	+$1.15M	0.99%	28
2020 Q4	–	Sell	-22,710	Closed	-$1.32M	–	232
2020 Q3	$1.32M	Sell	22,710 -4,526	-17%	-$256K	1.32%	17
2020 Q2	$1.42M	Buy	27,236 +292	+1%	+$13.7K	1.39%	13
2020 Q1	$1.03M	Sell	26,944 -1,888	-7%	-$86.2K	1.31%	17
2019 Q4	$1.35M	Buy	28,832 +1,374	+5%	+$58.8K	1.33%	14
2019 Q3	$1.11M	Sell	27,458 -1,986	-7%	-$79.5K	1.29%	16
2019 Q2	$1.15M	Sell	29,444 -756	-3%	-$28.8K	1.2%	16
2019 Q1	$1.12M	Buy	+30,200	New	+$1.03M	1.16%	17

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

Braun-Bostich & Associates's XLK Position: Q2 2026 in Review

Braun-Bostich & Associates reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.7% in Q2 2026, selling an estimated $3.08K and leaving 2,570 shares worth $490K. The position accounts for 0.27% of the portfolio, ranked #64.

Braun-Bostich & Associates first reported a position in XLK in Q1 2019 and has held it in 17 quarters since. The position peaked at $3.44M in Q2 2025. 2,654 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Braun-Bostich & Associates held 2,570 shares of State Street Technology Select Sector SPDR ETF worth $490K as of Q2 2026.
Braun-Bostich & Associates sold 18 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $3.08K.
State Street Technology Select Sector SPDR ETF made up 0.27% of Braun-Bostich & Associates's portfolio in Q2 2026, its #64 holding.
Braun-Bostich & Associates first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2019 and has held it in 17 quarters since.
Braun-Bostich & Associates's State Street Technology Select Sector SPDR ETF position peaked at $3.44M in Q2 2025.
2,654 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Braun-Bostich & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.