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

Burling 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	$956K	Buy	5,016 +10	+0.2%	+$1.71K	0.14%	99
2026 Q1	$665K	Hold	5,006	–	–	0.11%	109
2025 Q4	$721K	Sell	5,006 -176	-3%	-$25.4K	0.11%	110
2025 Q3	$730K	Buy	5,182 +196	+4%	+$26K	0.12%	112
2025 Q2	$631K	Hold	4,986	–	–	0.12%	116
2025 Q1	$515K	Buy	4,986 +236	+5%	+$26.8K	0.11%	114
2024 Q4	$552K	Buy	+4,750	New	+$553K	0.11%	117

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 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Burling Wealth Partners increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.2% in Q2 2026, buying an estimated $1.71K and bringing the position to 5,016 shares worth $956K. The position accounts for 0.14% of the portfolio, ranked #99.

Burling Wealth Partners first reported a position in XLK in Q4 2024 and has held it in 7 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Burling Wealth Partners held 5,016 shares of State Street Technology Select Sector SPDR ETF worth $956K as of Q2 2026.
Burling Wealth Partners bought 10 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $1.71K.
State Street Technology Select Sector SPDR ETF made up 0.14% of Burling Wealth Partners's portfolio in Q2 2026, its #99 holding.
Burling Wealth Partners first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Burling Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.