BWM Planning’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

BWM Planning’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	$371K	Buy	1,949 +435	+29%	+$74.3K	0.09%	78
2026 Q1	$201K	Hold	1,514	–	–	0.05%	87
2025 Q4	$218K	Sell	1,514 -652	-30%	-$94.2K	0.06%	85
2025 Q3	$305K	Buy	2,166 +2	+0.1%	+$265	0.09%	74
2025 Q2	$274K	Buy	2,164 +2	+0.1%	+$222	0.09%	67
2025 Q1	$223K	Buy	2,162 +2	+0.1%	+$227	0.09%	74
2024 Q4	$251K	Buy	2,160 +2	+0.1%	+$233	0.11%	70
2024 Q3	$243K	Buy	+2,158	New	+$237K	0.11%	71

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

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

BWM Planning's XLK Position: Q2 2026 in Review

BWM Planning increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 29% in Q2 2026, buying an estimated $74.3K and bringing the position to 1,949 shares worth $371K. The position accounts for 0.09% of the portfolio, ranked #78.

BWM Planning first reported a position in XLK in Q3 2024 and has held it in 8 quarters since. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

BWM Planning held 1,949 shares of State Street Technology Select Sector SPDR ETF worth $371K as of Q2 2026.
BWM Planning bought 435 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $74.3K.
State Street Technology Select Sector SPDR ETF made up 0.09% of BWM Planning's portfolio in Q2 2026, its #78 holding.
BWM Planning first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2024 and has held it in 8 quarters since.
2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on BWM Planning's 13F filing for Q2 2026, filed 23 Jul 2026.