Rose Capital Advisors LLC’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Rose Capital 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 Q2	$495K	Buy	+2,600	New	+$444K	0.25%	66

Other funds holding XLK

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Rose Capital Advisors LLC's XLK Position: Q2 2026 in Review

Rose Capital Advisors LLC opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q2 2026: 2,600 shares worth $495K. The stake represents 0.25% of the portfolio and ranks #66 among its holdings.

1,836 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Rose Capital Advisors LLC held 2,600 shares of State Street Technology Select Sector SPDR ETF worth $495K as of Q2 2026.
State Street Technology Select Sector SPDR ETF was a new Rose Capital Advisors LLC position in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.25% of Rose Capital Advisors LLC's portfolio in Q2 2026, its #66 holding.
1,836 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Rose Capital Advisors LLC's 13F filing for Q2 2026, filed 7 Aug 2026.