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Braun Stacey Associates’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Braun Stacey 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
Q1 		$270K Sell
2,034
-1,631
-45% -$230K 0.01% 107
2025
Q4 		$528K Buy
3,665
+1,465
+67% +$212K 0.02% 101
2025
Q3 		$310K Sell
2,200
-150
-6% -$19.9K 0.01% 109
2025
Q2 		$298K Sell
2,350
-10
-0.4% -$1.11K 0.01% 107
2025
Q1 		$244K Sell
2,360
-64
-3% -$7.26K 0.01% 115
2024
Q4 		$282K Sell
2,424
-244
-9% -$28.4K 0.01% 110
2024
Q3 		$301K Sell
2,668
-228
-8% -$25K 0.01% 110
2024
Q2 		$328K Sell
2,896
-184
-6% -$19.4K 0.01% 114
2024
Q1 		$321K Sell
3,080
-80
-3% -$8.09K 0.01% 111
2023
Q4 		$304K Buy
3,160
+60
+2% +$5.34K 0.01% 113
2023
Q3 		$254K Buy
3,100
+22
+0.7% +$1.89K 0.01% 113
2023
Q2 		$268K Sell
3,078
-3,058
-50% -$241K 0.01% 120
2023
Q1 		$463K Buy
+6,136
New +$422K 0.01% 125
2022
Q2 		– Sell
-2,914
Closed -$232K – 151
2022
Q1 		$232K Buy
2,914
+12
+0.4% +$942 0.01% 130
2021
Q4 		$252K Hold
2,902
– – 0.01% 129
2021
Q3 		$217K Buy
2,902
+12
+0.4% +$926 0.01% 130
2021
Q2 		$213K Buy
+2,890
New +$202K 0.01% 133
2016
Q1 		– Sell
-10,366
Closed -$222K – 160
2015
Q4 		$222K Sell
10,366
-400
-4% -$8.61K 0.01% 135
2015
Q3 		$213K Sell
10,766
-2,900
-21% -$59.7K 0.01% 144
2015
Q2 		$283K Sell
13,666
-1,200
-8% -$25.6K 0.01% 274
2015
Q1 		$308K Sell
14,866
-84
-0.6% -$1.75K 0.02% 142
2014
Q4 		$309K Sell
14,950
-870
-5% -$17.6K 0.02% 140
2014
Q3 		$316K Sell
15,820
-30
-0.2% -$594 0.02% 137
2014
Q2 		$304K Sell
15,850
-600
-4% -$11.1K 0.02% 138
2014
Q1 		$299K Sell
16,450
-150
-0.9% -$2.68K 0.02% 127
2013
Q4 		$297K Buy
16,600
+1,140
+7% +$19.3K 0.02% 124
2013
Q3 		$248K Buy
15,460
+290
+2% +$4.62K 0.02% 131
2013
Q2 		$232K Buy
+15,170
New +$235K 0.01% 145

Other funds holding XLK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Braun Stacey Associates's XLK Position: Q1 2026 in Review

Braun Stacey Associates reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 45% in Q1 2026, selling an estimated $230K and leaving 2,034 shares worth $270K. The position accounts for 0.01% of the portfolio, ranked #107.

Braun Stacey Associates first reported a position in XLK in Q2 2013 and has held it in 28 quarters since. The position peaked at $528K in Q4 2025. 2,402 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

  • Braun Stacey Associates held 2,034 shares of State Street Technology Select Sector SPDR ETF worth $270K as of Q1 2026.
  • Braun Stacey Associates sold 1,631 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $230K.
  • State Street Technology Select Sector SPDR ETF made up 0.01% of Braun Stacey Associates's portfolio in Q1 2026, its #107 holding.
  • Braun Stacey Associates first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2013 and has held it in 28 quarters since.
  • Braun Stacey Associates's State Street Technology Select Sector SPDR ETF position peaked at $528K in Q4 2025.
  • 2,402 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Braun Stacey Associates's 13F filing for Q1 2026, filed 22 Apr 2026.