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Rothwell Investment Advisors, LLC’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Rothwell Investment Advisors, LLC’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
Q3 		$73K Buy
+373
New +$68.9K 0.04% 339

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Commonwealth Equity Services
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Rothwell Investment Advisors, LLC's XLK Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q3 2026: 373 shares worth $73K. The stake represents 0.04% of the portfolio and ranks #339 among its holdings.

1,720 funds tracked by Wall St. Rank hold XLK as of Q3 2026.

  • Rothwell Investment Advisors, LLC held 373 shares of State Street Technology Select Sector SPDR ETF worth $73K as of Q3 2026.
  • State Street Technology Select Sector SPDR ETF was a new Rothwell Investment Advisors, LLC position in Q3 2026.
  • State Street Technology Select Sector SPDR ETF made up 0.04% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #339 holding.
  • 1,720 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.