BSW Wealth Partners’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

BSW Wealth Partners’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	$3.14M	Hold	16,484	–	–	0.35%	45
2026 Q1	$2.19M	Sell	16,484 -1,128	-6%	-$159K	0.27%	55
2025 Q4	$2.54M	Hold	17,612	–	–	0.3%	50
2025 Q3	$2.48M	Sell	17,612 -606	-3%	-$80.3K	0.31%	49
2025 Q2	$2.31M	Buy	18,218 +11,096	+156%	+$1.23M	0.32%	47
2025 Q1	$735K	Buy	7,122 +3,956	+125%	+$449K	0.11%	108
2024 Q4	$368K	Hold	3,166	–	–	0.05%	200
2024 Q3	$357K	Buy	3,166 +550	+21%	+$60.4K	0.05%	205
2024 Q2	$296K	Hold	2,616	–	–	0.05%	209
2024 Q1	$272K	Buy	+2,616	New	+$265K	0.05%	233

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

ONB

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

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

BSW Wealth Partners's XLK Position: Q2 2026 in Review

BSW Wealth Partners held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 16,484 shares worth $3.14M. The position accounts for 0.35% of the portfolio, ranked #45.

BSW Wealth Partners first reported a position in XLK in Q1 2024 and has held it in 10 quarters since. 522 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

BSW Wealth Partners held 16,484 shares of State Street Technology Select Sector SPDR ETF worth $3.14M as of Q2 2026.
BSW Wealth Partners left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.35% of BSW Wealth Partners's portfolio in Q2 2026, its #45 holding.
BSW Wealth Partners first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2024 and has held it in 10 quarters since.
522 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.