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 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Matthew Hamilton Rosenberg's XLK Position: Q2 2026 in Review

Matthew Hamilton Rosenberg held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 2,334 shares worth $445K. The position accounts for 0.08% of the portfolio, ranked #118.

Matthew Hamilton Rosenberg first reported a position in XLK in Q1 2020 and has held it in 26 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Matthew Hamilton Rosenberg held 2,334 shares of State Street Technology Select Sector SPDR ETF worth $445K as of Q2 2026.
Matthew Hamilton Rosenberg left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.08% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #118 holding.
Matthew Hamilton Rosenberg first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2020 and has held it in 26 quarters since.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.