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Eagle Rock Investment Company’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Eagle Rock Investment Company’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 		$474K Buy
2,489
+49
+2% +$8.37K 0.06% 120
2026
Q1 		$324K Buy
2,440
+363
+17% +$51.2K 0.05% 137
2025
Q4 		$299K Buy
2,077
+17
+0.8% +$2.46K 0.04% 146
2025
Q3 		$290K Sell
2,060
-4
-0.2% -$530 0.04% 146
2025
Q2 		$261K Buy
2,064
+24
+1% +$2.66K 0.04% 146
2025
Q1 		$211K Sell
2,040
-126
-6% -$14.3K 0.04% 154
2024
Q4 		$252K Buy
2,166
+12
+0.6% +$1.4K 0.04% 140
2024
Q3 		$243K Buy
2,154
+30
+1% +$3.29K 0.04% 142
2024
Q2 		$240K Sell
2,124
-176
-8% -$18.5K 0.04% 128
2024
Q1 		$240K Sell
2,300
-314
-12% -$31.8K 0.04% 129
2023
Q4 		$252K Sell
2,614
-170
-6% -$15.1K 0.05% 122
2023
Q3 		$228K Sell
2,784
-278
-9% -$23.8K 0.05% 120
2023
Q2 		$273K Sell
3,062
-38
-1% -$3K 0.06% 117
2023
Q1 		$234K Sell
3,100
-92
-3% -$6.33K 0.05% 119
2022
Q4 		$206K Buy
+3,192
New +$203K 0.05% 131

Other funds holding XLK

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

Eagle Rock Investment Company's XLK Position: Q2 2026 in Review

Eagle Rock Investment Company increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 2% in Q2 2026, buying an estimated $8.37K and bringing the position to 2,489 shares worth $474K. The position accounts for 0.06% of the portfolio, ranked #120.

Eagle Rock Investment Company first reported a position in XLK in Q4 2022 and has held it in 15 quarters since. 1,377 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Eagle Rock Investment Company held 2,489 shares of State Street Technology Select Sector SPDR ETF worth $474K as of Q2 2026.
  • Eagle Rock Investment Company bought 49 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $8.37K.
  • State Street Technology Select Sector SPDR ETF made up 0.06% of Eagle Rock Investment Company's portfolio in Q2 2026, its #120 holding.
  • Eagle Rock Investment Company first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,377 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Eagle Rock Investment Company's 13F filing for Q2 2026, filed 9 Jul 2026.