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

Bullock 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	$404K	Sell	2,179 -287	-12%	-$49K	0.18%	121
2026 Q1	$333K	Buy	2,466 +27	+1%	+$3.81K	0.17%	123
2025 Q4	$351K	Sell	2,439 -413	-14%	-$59.6K	0.17%	115
2025 Q3	$395K	Buy	2,852 +164	+6%	+$21.7K	0.2%	106
2025 Q2	$337K	Buy	2,688 +124	+5%	+$13.8K	0.18%	108
2025 Q1	$267K	Sell	2,564 -5,560	-68%	-$630K	0.15%	124
2024 Q4	$945K	Sell	8,124 -8,142	-50%	-$947K	0.55%	41
2024 Q3	$1.79M	Sell	16,266 -2,412	-13%	-$265K	1.08%	15
2024 Q2	$2.13M	Sell	18,678 -72	-0.4%	-$7.58K	1.39%	11
2024 Q1	$1.96M	Buy	+18,750	New	+$1.9M	1.31%	11

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 22.9% 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

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

Bullock Wealth Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 12% in Q2 2026, selling an estimated $49K and leaving 2,179 shares worth $404K. The position accounts for 0.18% of the portfolio, ranked #121.

Bullock Wealth Management first reported a position in XLK in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.13M in Q2 2024. 2,671 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Bullock Wealth Management held 2,179 shares of State Street Technology Select Sector SPDR ETF worth $404K as of Q2 2026.
Bullock Wealth Management sold 287 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $49K.
State Street Technology Select Sector SPDR ETF made up 0.18% of Bullock Wealth Management's portfolio in Q2 2026, its #121 holding.
Bullock Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2024 and has held it in 10 quarters since.
Bullock Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $2.13M in Q2 2024.
2,671 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.