D.B. Root & Company’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 | $6.2M | Sell |
32,544
-805
| -2% | -$138K | 1.32% | 16 |
|
|
2026
Q1 | $4.43M | Sell |
33,349
-1,819
| -5% | -$256K | 1.06% | 20 |
|
|
2025
Q4 | $5.06M | Sell |
35,168
-474
| -1% | -$68.5K | 1.24% | 15 |
|
|
2025
Q3 | $5.02M | Buy |
35,642
+4,712
| +15% | +$624K | 1.27% | 17 |
|
|
2025
Q2 | $3.92M | Sell |
30,930
-306
| -1% | -$34K | 1.16% | 20 |
|
|
2025
Q1 | $3.22M | Sell |
31,236
-9,634
| -24% | -$1.09M | 1.04% | 20 |
|
|
2024
Q4 | $4.75M | Sell |
40,870
-108
| -0.3% | -$12.6K | 1.51% | 18 |
|
|
2024
Q3 | $4.63M | Buy |
40,978
+238
| +0.6% | +$26.1K | 1.52% | 14 |
|
|
2024
Q2 | $4.61M | Sell |
40,740
-3,570
| -8% | -$376K | 1.57% | 13 |
|
|
2024
Q1 | $4.61M | Sell |
44,310
-2,232
| -5% | -$226K | 1.56% | 13 |
|
|
2023
Q4 | $4.48M | Buy |
46,542
+3,754
| +9% | +$334K | 1.62% | 11 |
|
|
2023
Q3 | $3.51M | Sell |
42,788
-1,094
| -2% | -$93.8K | 1.37% | 13 |
|
|
2023
Q2 | $3.81M | Buy |
43,882
+8,774
| +25% | +$692K | 1.44% | 14 |
|
|
2023
Q1 | $2.65M | Sell |
35,108
-2,430
| -6% | -$167K | 1.04% | 17 |
|
|
2022
Q4 | $2.34M | Sell |
37,538
-1,508
| -4% | -$95.8K | 0.99% | 21 |
|
|
2022
Q3 | $2.32M | Buy |
39,046
+794
| +2% | +$54.2K | 1.06% | 18 |
|
|
2022
Q2 | $2.43M | Sell |
38,252
-47,458
| -55% | -$3.31M | 1.04% | 21 |
|
|
2022
Q1 | $6.81M | Sell |
85,710
-2,616
| -3% | -$205K | 2.54% | 7 |
|
|
2021
Q4 | $7.68M | Sell |
88,326
-7,000
| -7% | -$576K | 2.77% | 8 |
|
|
2021
Q3 | $7.12M | Sell |
95,326
-402
| -0.4% | -$31K | 2.78% | 6 |
|
|
2021
Q2 | $7.07M | Sell |
95,728
-2,794
| -3% | -$196K | 2.64% | 6 |
|
|
2021
Q1 | $6.54M | Sell |
98,522
-1,490
| -1% | -$98.4K | 2.57% | 7 |
|
|
2020
Q4 | $6.5M | Sell |
100,012
-384
| -0.4% | -$23.4K | 2.6% | 7 |
|
|
2020
Q3 | $5.86M | Buy |
100,396
+37,052
| +58% | +$2.09M | 2.35% | 9 |
|
|
2020
Q2 | $3.31M | Sell |
63,344
-50,556
| -44% | -$2.38M | 1.44% | 11 |
|
|
2020
Q1 | $4.58M | Buy |
113,900
+15,888
| +16% | +$725K | 2.31% | 7 |
|
|
2019
Q4 | $4.49M | Buy |
98,012
+17,234
| +21% | +$738K | 1.98% | 7 |
|
|
2019
Q3 | $3.25M | Sell |
80,778
-810
| -1% | -$32.4K | 1.51% | 11 |
|
|
2019
Q2 | $3.18M | Buy |
81,588
+7,042
| +9% | +$268K | 1.41% | 11 |
|
|
2019
Q1 | $2.76M | Sell |
74,546
-4,090
| -5% | -$140K | 1.18% | 13 |
|
|
2018
Q4 | $2.44M | Sell |
78,636
-43,044
| -35% | -$1.46M | 1.21% | 14 |
|
|
2018
Q3 | $4.58M | Sell |
121,680
-2,506
| -2% | -$91.9K | 2.02% | 8 |
|
|
2018
Q2 | $4.31M | Sell |
124,186
-5,538
| -4% | -$190K | 2.04% | 6 |
|
|
2018
Q1 | $4.24M | Buy |
129,724
+32,096
| +33% | +$1.08M | 2.24% | 7 |
|
|
2017
Q4 | $3.12M | Buy |
+97,628
| New | +$3.06M | 2.67% | 8 |
|
Other funds holding XLK
D.B. Root & Company's XLK Position: Q2 2026 in Review
D.B. Root & Company reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 2.4% in Q2 2026, selling an estimated $138K and leaving 32,544 shares worth $6.2M. The position accounts for 1.32% of the portfolio, ranked #16.
D.B. Root & Company first reported a position in XLK in Q4 2017 and has held it in 35 quarters since. The position peaked at $7.68M in Q4 2021. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.
- D.B. Root & Company held 32,544 shares of State Street Technology Select Sector SPDR ETF worth $6.2M as of Q2 2026.
- D.B. Root & Company sold 805 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $138K.
- State Street Technology Select Sector SPDR ETF made up 1.32% of D.B. Root & Company's portfolio in Q2 2026, its #16 holding.
- D.B. Root & Company first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2017 and has held it in 35 quarters since.
- D.B. Root & Company's State Street Technology Select Sector SPDR ETF position peaked at $7.68M in Q4 2021.
- 2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.
Based on D.B. Root & Company's 13F filing for Q2 2026, filed 13 Aug 2026.