West Branch Capital’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

West Branch Capital’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	$52.2K	Sell	274 -212	-44%	-$36.2K	0.01%	137
2026 Q1	$64.6K	Sell	486 -306	-39%	-$43.1K	0.02%	122
2025 Q4	$114K	Sell	792 -94	-11%	-$13.6K	0.03%	105
2025 Q3	$125K	Hold	886	–	–	0.03%	103
2025 Q2	$112K	Sell	886 -36	-4%	-$4K	0.03%	106
2025 Q1	$95.2K	Buy	922 +130	+16%	+$14.7K	0.03%	119
2024 Q4	$92.1K	Hold	792	–	–	0.03%	123
2024 Q3	$89.4K	Hold	792	–	–	0.03%	127
2024 Q2	$89.6K	Hold	792	–	–	0.03%	130
2024 Q1	$82.5K	Sell	792 -102	-11%	-$10.3K	0.03%	136
2023 Q4	$86K	Buy	894 +102	+13%	+$9.08K	0.04%	127
2023 Q3	$64.9K	Hold	792	–	–	0.03%	140
2023 Q2	$68.8K	Hold	792	–	–	0.03%	138
2023 Q1	$59.8K	Hold	792	–	–	0.03%	154
2022 Q4	$49.3K	Hold	792	–	–	0.03%	168
2022 Q3	$47K	Hold	792	–	–	0.03%	169
2022 Q2	$50K	Hold	792	–	–	0.03%	172
2022 Q1	$63K	Sell	792 -1,364	-63%	-$107K	0.03%	171
2021 Q4	$187K	Buy	2,156 +2	+0.1%	+$165	0.08%	91
2021 Q3	$161K	Sell	2,154 -1,416	-40%	-$109K	0.08%	101
2021 Q2	$264K	Sell	3,570 -444	-11%	-$31.1K	0.13%	78
2021 Q1	$267K	Buy	4,014 +460	+13%	+$30.4K	0.16%	73
2020 Q4	$231K	Buy	3,554 +14	+0.4%	+$853	0.14%	81
2020 Q3	$207K	Buy	+3,540	New	+$200K	0.13%	82

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

West Branch Capital's XLK Position: Q2 2026 in Review

West Branch Capital reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 44% in Q2 2026, selling an estimated $36.2K and leaving 274 shares worth $52.2K. The position accounts for 0.01% of the portfolio, ranked #137.

West Branch Capital first reported a position in XLK in Q3 2020 and has held it in 24 quarters since. The position peaked at $267K in Q1 2021. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

West Branch Capital held 274 shares of State Street Technology Select Sector SPDR ETF worth $52.2K as of Q2 2026.
West Branch Capital sold 212 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $36.2K.
State Street Technology Select Sector SPDR ETF made up 0.01% of West Branch Capital's portfolio in Q2 2026, its #137 holding.
West Branch Capital first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2020 and has held it in 24 quarters since.
West Branch Capital's State Street Technology Select Sector SPDR ETF position peaked at $267K in Q1 2021.
2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.