Bright Rock Capital Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Bright Rock Capital Management’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	–	Sell	-36,511	Closed	-$4.85M	–	79
2026 Q1	$4.85M	Buy	+36,511	New	+$5.14M	0.96%	40
2025 Q2	–	Sell	-30,000	Closed	-$3.1M	–	82
2025 Q1	$3.1M	Buy	+30,000	New	+$3.4M	0.65%	52
2023 Q4	–	Sell	-160,000	Closed	-$13.1M	–	72
2023 Q3	$13.1M	Hold	160,000	–	–	3.2%	6
2023 Q2	$13.9M	Hold	160,000	–	–	3.24%	4
2023 Q1	$12.1M	Hold	160,000	–	–	3.02%	7
2022 Q4	$9.96M	Buy	160,000 +50,000	+45%	+$3.18M	2.58%	13
2022 Q3	$6.53M	Hold	110,000	–	–	1.83%	17
2022 Q2	$6.99M	Hold	110,000	–	–	1.89%	17
2022 Q1	$8.74M	Hold	110,000	–	–	2.06%	21
2021 Q4	$9.56M	Hold	110,000	–	–	2.17%	13
2021 Q3	$8.21M	Hold	110,000	–	–	2.06%	18
2021 Q2	$8.12M	Hold	110,000	–	–	1.95%	19
2021 Q1	$7.3M	Hold	110,000	–	–	1.87%	24
2020 Q4	$7.15M	Sell	110,000 -20,000	-15%	-$1.22M	1.95%	18
2020 Q3	$7.59M	Hold	130,000	–	–	2.25%	13
2020 Q2	$6.79M	Sell	130,000 -20,000	-13%	-$941K	2.12%	13
2020 Q1	$6.03M	Sell	150,000 -10,000	-6%	-$456K	2.2%	15
2019 Q4	$7.33M	Hold	160,000	–	–	2.15%	17
2019 Q3	$6.34M	Hold	160,000	–	–	1.98%	17
2019 Q2	$6.24M	Buy	160,000 +30,000	+23%	+$1.14M	1.99%	18
2019 Q1	$4.81M	Buy	+130,000	New	+$4.45M	1.61%	29

Other funds holding XLK

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

LFS

Lighthouse Financial Services Brea, California $476M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Bright Rock Capital Management's XLK Position: Q2 2026 in Review

Bright Rock Capital Management sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q2 2026, closing a stake of 36,511 shares — an estimated $4.85M sold.

Bright Rock Capital Management first reported a position in XLK in Q1 2019 and held it in 21 quarters. The position peaked at $13.9M in Q2 2023. 847 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Bright Rock Capital Management reported no remaining State Street Technology Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Bright Rock Capital Management sold 36,511 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $4.85M.
Bright Rock Capital Management first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2019 and held it in 21 quarters.
Bright Rock Capital Management's State Street Technology Select Sector SPDR ETF position peaked at $13.9M in Q2 2023.
847 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Bright Rock Capital Management's 13F filing for Q2 2026, filed 8 Jul 2026.