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Neville Rodie & Shaw’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Neville Rodie & Shaw’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 		$325K Hold
1,706
– – 0.02% 202
2026
Q1 		$227K Hold
1,706
– – 0.02% 225
2025
Q4 		$246K Hold
1,706
– – 0.02% 220
2025
Q3 		$240K Hold
1,706
– – 0.02% 220
2025
Q2 		$216K Buy
+1,706
New +$189K 0.02% 231

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Neville Rodie & Shaw's XLK Position: Q2 2026 in Review

Neville Rodie & Shaw held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 1,706 shares worth $325K. The position accounts for 0.02% of the portfolio, ranked #202.

Neville Rodie & Shaw first reported a position in XLK in Q2 2025 and has held it in 5 quarters since. 1,142 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Neville Rodie & Shaw held 1,706 shares of State Street Technology Select Sector SPDR ETF worth $325K as of Q2 2026.
  • Neville Rodie & Shaw left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Technology Select Sector SPDR ETF made up 0.02% of Neville Rodie & Shaw's portfolio in Q2 2026, its #202 holding.
  • Neville Rodie & Shaw first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,142 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Neville Rodie & Shaw's 13F filing for Q2 2026, filed 6 Jul 2026.