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

Brown 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	$225K	Buy	+1,180	New	+$202K	0.05%	128
2025 Q1	–	Sell	-1,876	Closed	-$218K	–	97
2024 Q4	$218K	Sell	1,876 -8	-0.4%	-$931	0.08%	78
2024 Q3	$213K	Buy	+1,884	New	+$207K	0.08%	81

Other funds holding XLK

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 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

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

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

Brown Wealth Management opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q2 2026: 1,180 shares worth $225K. The stake represents 0.05% of the portfolio and ranks #128 among its holdings. This is a return to the name: Brown Wealth Management previously reported a position in XLK as recently as Q4 2024.

Brown Wealth Management first reported a position in XLK in Q3 2024 and has held it in 3 quarters since. 671 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Brown Wealth Management held 1,180 shares of State Street Technology Select Sector SPDR ETF worth $225K as of Q2 2026.
State Street Technology Select Sector SPDR ETF was a new Brown Wealth Management position in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.05% of Brown Wealth Management's portfolio in Q2 2026, its #128 holding.
Brown Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2024 and has held it in 3 quarters since.
671 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Brown Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.