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 Q2	$327K	Sell	1,717 -317	-16%	-$54.2K	0.01%	106
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

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

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

Braun Stacey Associates's XLK Position: Q2 2026 in Review

Braun Stacey Associates reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 16% in Q2 2026, selling an estimated $54.2K and leaving 1,717 shares worth $327K. The position accounts for 0.01% of the portfolio, ranked #106.

Braun Stacey Associates first reported a position in XLK in Q2 2013 and has held it in 29 quarters since. The position peaked at $528K in Q4 2025. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Braun Stacey Associates held 1,717 shares of State Street Technology Select Sector SPDR ETF worth $327K as of Q2 2026.
Braun Stacey Associates sold 317 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $54.2K.
State Street Technology Select Sector SPDR ETF made up 0.01% of Braun Stacey Associates's portfolio in Q2 2026, its #106 holding.
Braun Stacey Associates first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2013 and has held it in 29 quarters since.
Braun Stacey Associates's State Street Technology Select Sector SPDR ETF position peaked at $528K in Q4 2025.
2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Braun Stacey Associates's 13F filing for Q2 2026, filed 5 Aug 2026.