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Newbridge Financial Services Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Newbridge Financial Services Group’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 		$14.8M Sell
77,532
-82
-0.1% -$14K 1.83% 14
2026
Q1 		$10.3M Buy
77,614
+1,517
+2% +$214K 1.7% 13
2025
Q4 		$11M Buy
76,097
+7,325
+11% +$1.06M 1.7% 14
2025
Q3 		$9.69M Buy
68,772
+2,962
+5% +$392K 1.45% 15
2025
Q2 		$8.33M Buy
65,810
+14,958
+29% +$1.66M 1.35% 15
2025
Q1 		$5.25M Buy
50,852
+22,258
+78% +$2.52M 1.27% 21
2024
Q4 		$3.32M Buy
28,594
+9,396
+49% +$1.09M 0.85% 28
2024
Q3 		$2.17M Buy
19,198
+11,186
+140% +$1.23M 0.76% 33
2024
Q2 		$906K Sell
8,012
-496
-6% -$52.2K 0.34% 59
2024
Q1 		$886K Buy
8,508
+126
+2% +$12.7K 0.39% 56
2023
Q4 		$807K Sell
8,382
-2,246
-21% -$200K 0.39% 53
2023
Q3 		$871K Buy
10,628
+620
+6% +$53.2K 0.44% 40
2023
Q2 		$870K Buy
10,008
+2,442
+32% +$192K 0.43% 40
2023
Q1 		$571K Sell
7,566
-2,114
-22% -$145K 0.3% 72
2022
Q4 		$602K Buy
9,680
+124
+1% +$7.88K 0.35% 63
2022
Q3 		$568K Sell
9,556
-440
-4% -$30K 0.33% 65
2022
Q2 		$635K Sell
9,996
-1,166
-10% -$81.2K 0.39% 53
2022
Q1 		$887K Sell
11,162
-2,172
-16% -$171K 0.44% 43
2021
Q4 		$1.16M Buy
13,334
+346
+3% +$28.5K 0.55% 33
2021
Q3 		$970K Buy
12,988
+3,722
+40% +$287K 0.61% 30
2021
Q2 		$684K Buy
9,266
+2,344
+34% +$164K 0.42% 46
2021
Q1 		$460K Sell
6,922
-3,322
-32% -$219K 0.34% 66
2020
Q4 		$666K Sell
10,244
-1,222
-11% -$74.4K 0.55% 39
2020
Q3 		$669K Buy
+11,466
New +$648K 0.66% 30

Other funds holding XLK

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Newbridge Financial Services Group's XLK Position: Q2 2026 in Review

Newbridge Financial Services Group reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.11% in Q2 2026, selling an estimated $14K and leaving 77,532 shares worth $14.8M. The position accounts for 1.83% of the portfolio, ranked #14.

Newbridge Financial Services Group first reported a position in XLK in Q3 2020 and has held it in 24 quarters since. 2,644 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Newbridge Financial Services Group held 77,532 shares of State Street Technology Select Sector SPDR ETF worth $14.8M as of Q2 2026.
  • Newbridge Financial Services Group sold 82 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $14K.
  • State Street Technology Select Sector SPDR ETF made up 1.83% of Newbridge Financial Services Group's portfolio in Q2 2026, its #14 holding.
  • Newbridge Financial Services Group first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2020 and has held it in 24 quarters since.
  • 2,644 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.