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Regatta Research & Money Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Regatta Research & Money Management’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 		$37.5K Buy
+198
New +$33.8K 0.04% 305

Other funds holding XLK

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Regatta Research & Money Management's XLK Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q2 2026: 198 shares worth $37.5K. The stake represents 0.04% of the portfolio and ranks #305 among its holdings.

2,245 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Regatta Research & Money Management held 198 shares of State Street Technology Select Sector SPDR ETF worth $37.5K as of Q2 2026.
  • State Street Technology Select Sector SPDR ETF was a new Regatta Research & Money Management position in Q2 2026.
  • State Street Technology Select Sector SPDR ETF made up 0.04% of Regatta Research & Money Management's portfolio in Q2 2026, its #305 holding.
  • 2,245 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.