Burns Matteson Capital Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Burns Matteson Capital 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	$455K	Sell	2,389 -40	-2%	-$6.83K	0.14%	125
2026 Q1	$323K	Hold	2,429	–	–	0.12%	161
2025 Q4	$350K	Buy	2,429 +1	+0%	+$144	0.12%	141
2025 Q3	$342K	Sell	2,428 -44	-2%	-$5.83K	0.14%	135
2025 Q2	$313K	Hold	2,472	–	–	0.15%	134
2025 Q1	$255K	Hold	2,472	–	–	0.14%	134
2024 Q4	$287K	Hold	2,472	–	–	0.16%	116
2024 Q3	$279K	Sell	2,472 -1,114	-31%	-$122K	0.16%	123
2024 Q2	$406K	Buy	3,586 +2	+0.1%	+$211	0.25%	67
2024 Q1	$373K	Sell	3,584 -350	-9%	-$35.4K	0.24%	112
2023 Q4	$379K	Sell	3,934 -2,678	-41%	-$238K	0.27%	108
2023 Q3	$542K	Sell	6,612 -654	-9%	-$56.1K	0.35%	85
2023 Q2	$632K	Buy	7,266 +3,448	+90%	+$272K	0.39%	56
2023 Q1	$288K	Buy	3,818 +2	+0.1%	+$138	0.18%	116
2022 Q4	$237K	Hold	3,816	–	–	0.16%	130
2022 Q3	$227K	Buy	3,816 +2	+0.1%	+$136	0.17%	100
2022 Q2	$242K	Hold	3,814	–	–	0.17%	104
2022 Q1	$303K	Hold	3,814	–	–	0.21%	96
2021 Q4	$332K	Buy	3,814 +2	+0.1%	+$165	0.23%	99
2021 Q3	$285K	Hold	3,812	–	–	0.22%	99
2021 Q2	$281K	Buy	+3,812	New	+$267K	0.22%	109

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

Burns Matteson Capital Management's XLK Position: Q2 2026 in Review

Burns Matteson Capital Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 1.6% in Q2 2026, selling an estimated $6.83K and leaving 2,389 shares worth $455K. The position accounts for 0.14% of the portfolio, ranked #125.

Burns Matteson Capital Management first reported a position in XLK in Q2 2021 and has held it in 21 quarters since. The position peaked at $632K in Q2 2023. 562 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Burns Matteson Capital Management held 2,389 shares of State Street Technology Select Sector SPDR ETF worth $455K as of Q2 2026.
Burns Matteson Capital Management sold 40 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $6.83K.
State Street Technology Select Sector SPDR ETF made up 0.14% of Burns Matteson Capital Management's portfolio in Q2 2026, its #125 holding.
Burns Matteson Capital Management first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2021 and has held it in 21 quarters since.
Burns Matteson Capital Management's State Street Technology Select Sector SPDR ETF position peaked at $632K in Q2 2023.
562 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Burns Matteson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.