MHR
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Matthew Hamilton Rosenberg’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Matthew Hamilton Rosenberg’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 		$457K Hold
2,334
– – 0.08% 125
2026
Q2 		$445K Hold
2,334
– – 0.08% 118
2026
Q1 		$310K Hold
2,334
– – 0.06% 143
2025
Q4 		$336K Hold
2,334
– – 0.07% 132
2025
Q3 		$329K Sell
2,334
-34
-1% -$4.5K 0.07% 134
2025
Q2 		$300K Hold
2,368
– – 0.07% 144
2025
Q1 		$244K Hold
2,368
– – 0.06% 158
2024
Q4 		$275K Hold
2,368
– – 0.07% 134
2024
Q3 		$267K Hold
2,368
– – 0.07% 148
2024
Q2 		$270K Hold
2,368
– – 0.08% 135
2024
Q1 		$247K Hold
2,368
– – 0.07% 152
2023
Q4 		$228K Hold
2,368
– – 0.07% 157
2023
Q3 		$194K Sell
2,368
-14
-0.6% -$1.2K 0.06% 163
2023
Q2 		$207K Sell
2,382
-1,550
-39% -$122K 0.07% 162
2023
Q1 		$297K Hold
3,932
– – 0.1% 128
2022
Q4 		$245K Hold
3,932
– – 0.08% 151
2022
Q3 		$234K Buy
3,932
+1,988
+102% +$136K 0.09% 136
2022
Q2 		$124K Sell
1,944
-68
-3% -$4.74K 0.05% 259
2022
Q1 		$160K Hold
2,012
– – 0.06% 233
2021
Q4 		$175K Hold
2,012
– – 0.06% 208
2021
Q3 		$150K Buy
2,012
+14
+0.7% +$1.08K 0.06% 217
2021
Q2 		$147K Hold
1,998
– – 0.08% 196
2021
Q1 		$133K Buy
1,998
+62
+3% +$4.09K 0.08% 196
2020
Q4 		$126K Hold
1,936
– – 0.08% 187
2020
Q3 		$113K Hold
1,936
– – 0.08% 179
2020
Q2 		$101K Buy
1,936
+196
+11% +$9.22K 0.08% 188
2020
Q1 		$70K Buy
+1,740
New +$79.4K 0.07% 197

Other funds holding XLK

CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Matthew Hamilton Rosenberg's XLK Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q3 2026 at 2,334 shares worth $457K. The position accounts for 0.08% of the portfolio, ranked #125.

Matthew Hamilton Rosenberg first reported a position in XLK in Q1 2020 and has held it in 27 quarters since. 151 funds tracked by Wall St. Rank hold XLK as of Q3 2026.

  • Matthew Hamilton Rosenberg held 2,334 shares of State Street Technology Select Sector SPDR ETF worth $457K as of Q3 2026.
  • Matthew Hamilton Rosenberg left its State Street Technology Select Sector SPDR ETF share count unchanged in Q3 2026.
  • State Street Technology Select Sector SPDR ETF made up 0.08% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #125 holding.
  • Matthew Hamilton Rosenberg first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2020 and has held it in 27 quarters since.
  • 151 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.