Three Bridge Wealth Advisors’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
$351K Buy
1,842
+300
+19% +$51.3K 0.09% 68
2026
Q1
$205K Buy
1,542
+60
+4% +$8.46K 0.06% 85
2025
Q4
$213K Sell
1,482
-50
-3% -$7.22K 0.06% 87
2025
Q3
$216K Buy
+1,532
New +$203K 0.06% 82
2025
Q1
Sell
-2,476
Closed -$288K 92
2024
Q4
$288K Hold
2,476
0.1% 76
2024
Q3
$279K Hold
2,476
0.1% 72
2024
Q2
$280K Sell
2,476
-832
-25% -$87.6K 0.11% 71
2024
Q1
$344K Buy
3,308
+612
+23% +$61.9K 0.14% 74
2023
Q4
$259K Sell
2,696
-40
-1% -$3.56K 0.09% 78
2023
Q3
$224K Buy
2,736
+408
+18% +$35K 0.09% 82
2023
Q2
$202K Buy
+2,328
New +$183K 0.09% 92

Other funds holding XLK

Three Bridge Wealth Advisors's XLK Position: Q2 2026 in Review

Three Bridge Wealth Advisors increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 19% in Q2 2026, buying an estimated $51.3K and bringing the position to 1,842 shares worth $351K. The position accounts for 0.09% of the portfolio, ranked #68.

Three Bridge Wealth Advisors first reported a position in XLK in Q2 2023 and has held it in 11 quarters since. 2,646 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Three Bridge Wealth Advisors held 1,842 shares of State Street Technology Select Sector SPDR ETF worth $351K as of Q2 2026.
  • Three Bridge Wealth Advisors bought 300 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $51.3K.
  • State Street Technology Select Sector SPDR ETF made up 0.09% of Three Bridge Wealth Advisors's portfolio in Q2 2026, its #68 holding.
  • Three Bridge Wealth Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2023 and has held it in 11 quarters since.
  • 2,646 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

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