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Bridgelight Financial Advisors, Inc.’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Bridgelight Financial Advisors, Inc.’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 		$11.7M Sell
61,570
-24,206
-28% -$4.14M 8.04% 2
2026
Q1 		$11.4M Buy
85,776
+57
+0.1% +$8.03K 9.66% 2
2025
Q4 		$12.3M Buy
+85,719
New +$12.4M 10.51% 1

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WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

Bridgelight Financial Advisors, Inc.'s XLK Position: Q2 2026 in Review

Bridgelight Financial Advisors, Inc. reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 28% in Q2 2026, selling an estimated $4.14M and leaving 61,570 shares worth $11.7M. The position accounts for 8.04% of the portfolio, ranked #2.

Bridgelight Financial Advisors, Inc. first reported a position in XLK in Q4 2025 and has held it in 3 quarters since. The position peaked at $12.3M in Q4 2025. 1,300 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Bridgelight Financial Advisors, Inc. held 61,570 shares of State Street Technology Select Sector SPDR ETF worth $11.7M as of Q2 2026.
  • Bridgelight Financial Advisors, Inc. sold 24,206 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $4.14M.
  • State Street Technology Select Sector SPDR ETF made up 8.04% of Bridgelight Financial Advisors, Inc.'s portfolio in Q2 2026, its #2 holding.
  • Bridgelight Financial Advisors, Inc. first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • Bridgelight Financial Advisors, Inc.'s State Street Technology Select Sector SPDR ETF position peaked at $12.3M in Q4 2025.
  • 1,300 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Bridgelight Financial Advisors, Inc.'s 13F filing for Q2 2026, filed 30 Jul 2026.