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

BXM Wealth’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 		$374K Sell
1,963
-40
-2% -$6.83K 0.2% 111
2026
Q1 		$266K Sell
2,003
-196
-9% -$27.6K 0.2% 105
2025
Q4 		$317K Buy
2,199
+267
+14% +$38.6K 0.24% 89
2025
Q3 		$272K Buy
+1,932
New +$256K 0.26% 103

Other funds holding XLK

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

BXM Wealth's XLK Position: Q2 2026 in Review

BXM Wealth reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 2% in Q2 2026, selling an estimated $6.83K and leaving 1,963 shares worth $374K. The position accounts for 0.2% of the portfolio, ranked #111.

BXM Wealth first reported a position in XLK in Q3 2025 and has held it in 4 quarters since. 1,047 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • BXM Wealth held 1,963 shares of State Street Technology Select Sector SPDR ETF worth $374K as of Q2 2026.
  • BXM Wealth 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 0.2% of BXM Wealth's portfolio in Q2 2026, its #111 holding.
  • BXM Wealth first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,047 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on BXM Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.