Brown Miller Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Brown Miller Wealth 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	$504K	Hold	2,644	–	–	0.13%	131
2026 Q1	$351K	Hold	2,644	–	–	0.1%	152
2025 Q4	$381K	Hold	2,644	–	–	0.11%	140
2025 Q3	$373K	Hold	2,644	–	–	0.11%	145
2025 Q2	$335K	Sell	2,644 -4,104	-61%	-$455K	0.1%	152
2025 Q1	$697K	Buy	6,748 +4,104	+155%	+$465K	0.24%	78
2024 Q4	$307K	Sell	2,644 -2,118	-44%	-$246K	0.12%	96
2024 Q3	$538K	Sell	4,762 -1,996	-30%	-$219K	0.21%	76
2024 Q2	$764K	Sell	6,758 -332	-5%	-$35K	0.32%	63
2024 Q1	$738K	Sell	7,090 -24	-0.3%	-$2.43K	0.33%	64
2023 Q4	$685K	Hold	7,114	–	–	0.34%	62
2023 Q3	$583K	Sell	7,114 -12	-0.2%	-$1.03K	0.33%	63
2023 Q2	$619K	Buy	+7,126	New	+$562K	0.33%	62
2022 Q3	–	Sell	-7,084	Closed	-$450K	–	126
2022 Q2	$450K	Sell	7,084 -4,988	-41%	-$347K	0.31%	63
2022 Q1	$959K	Sell	12,072 -408	-3%	-$32K	0.55%	50
2021 Q4	$1.08M	Sell	12,480 -868	-7%	-$71.5K	0.62%	46
2021 Q3	$996K	Buy	13,348 +6,698	+101%	+$517K	0.63%	47
2021 Q2	$491K	Sell	6,650 -7,834	-54%	-$549K	0.31%	67
2021 Q1	$962K	Sell	14,484 -1,386	-9%	-$91.5K	0.68%	42
2020 Q4	$1.03M	Buy	+15,870	New	+$967K	0.77%	35

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

Brown Miller Wealth Management's XLK Position: Q2 2026 in Review

Brown Miller Wealth Management held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 2,644 shares worth $504K. The position accounts for 0.13% of the portfolio, ranked #131.

Brown Miller Wealth Management first reported a position in XLK in Q4 2020 and has held it in 20 quarters since. The position peaked at $1.08M in Q4 2021. 955 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Brown Miller Wealth Management held 2,644 shares of State Street Technology Select Sector SPDR ETF worth $504K as of Q2 2026.
Brown Miller Wealth Management left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.13% of Brown Miller Wealth Management's portfolio in Q2 2026, its #131 holding.
Brown Miller Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2020 and has held it in 20 quarters since.
Brown Miller Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $1.08M in Q4 2021.
955 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Brown Miller Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.