Morton Brown Family Wealth’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$12.2K Hold
64
– – ﹤0.01% 190
2026
Q1
$8.51K Hold
64
– – ﹤0.01% 200
2025
Q4
$9.21K Hold
64
– – ﹤0.01% 201
2025
Q3
$9.02K Hold
64
– – ﹤0.01% 193
2025
Q2
$8.1K Sell
64
-68
-52% -$7.55K ﹤0.01% 204
2025
Q1
$13.6K Hold
132
– – ﹤0.01% 172
2024
Q4
$15.3K Hold
132
– – 0.01% 151
2024
Q3
$14.9K Buy
+132
New +$14.5K 0.01% 148

Other funds holding XLK

Morton Brown Family Wealth's XLK Position: Q2 2026 in Review

Morton Brown Family Wealth held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 64 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #190.

Morton Brown Family Wealth first reported a position in XLK in Q3 2024 and has held it in 8 quarters since. The position peaked at $15.3K in Q4 2024. 2,672 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Morton Brown Family Wealth held 64 shares of State Street Technology Select Sector SPDR ETF worth $12.2K as of Q2 2026.
  • Morton Brown Family Wealth left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Technology Select Sector SPDR ETF made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #190 holding.
  • Morton Brown Family Wealth first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2024 and has held it in 8 quarters since.
  • Morton Brown Family Wealth's State Street Technology Select Sector SPDR ETF position peaked at $15.3K in Q4 2024.
  • 2,672 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.