O'Rourke & Company’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

O'Rourke & 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	$14.2M	Buy	74,330 +2,542	+4%	+$434K	4.94%	2
2026 Q1	$9.54M	Sell	71,788 -3,182	-4%	-$448K	3.78%	4
2025 Q4	$10.8M	Sell	74,970 -2,942	-4%	-$425K	4.2%	2
2025 Q3	$11M	Buy	77,912 +1,668	+2%	+$221K	4.59%	2
2025 Q2	$9.65M	Sell	76,244 -3,898	-5%	-$433K	4.51%	3
2025 Q1	$8.27M	Buy	80,142 +3,072	+4%	+$348K	4.1%	3
2024 Q4	$8.96M	Sell	77,070 -308	-0.4%	-$35.8K	4.39%	4
2024 Q3	$8.73M	Buy	77,378 +3,256	+4%	+$357K	4.37%	4
2024 Q2	$8.38M	Buy	74,122 +2,424	+3%	+$255K	4.72%	3
2024 Q1	$7.47M	Buy	71,698 +3,858	+6%	+$390K	4.33%	4
2023 Q4	$6.53M	Buy	67,840 +1,530	+2%	+$136K	4.21%	4
2023 Q3	$5.43M	Buy	66,310 +30	+0%	+$2.57K	3.96%	4
2023 Q2	$5.76M	Buy	66,280 +744	+1%	+$58.6K	4.04%	4
2023 Q1	$4.95M	Sell	65,536 -1,534	-2%	-$106K	3.77%	4
2022 Q4	$4.17M	Buy	67,070 +1,502	+2%	+$95.4K	3.31%	5
2022 Q3	$3.89M	Buy	65,568 +1,342	+2%	+$91.6K	3.4%	5
2022 Q2	$4.08M	Sell	64,226 -534	-0.8%	-$37.2K	3.46%	5
2022 Q1	$5.15M	Sell	64,760 -1,924	-3%	-$151K	3.55%	5
2021 Q4	$5.8M	Buy	+66,684	New	+$5.49M	3.87%	5

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

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

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

O'Rourke & Company's XLK Position: Q2 2026 in Review

O'Rourke & Company increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 3.5% in Q2 2026, buying an estimated $434K and bringing the position to 74,330 shares worth $14.2M. The position accounts for 4.94% of the portfolio, ranked #2.

O'Rourke & Company first reported a position in XLK in Q4 2021 and has held it in 19 quarters since. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

O'Rourke & Company held 74,330 shares of State Street Technology Select Sector SPDR ETF worth $14.2M as of Q2 2026.
O'Rourke & Company bought 2,542 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $434K.
State Street Technology Select Sector SPDR ETF made up 4.94% of O'Rourke & Company's portfolio in Q2 2026, its #2 holding.
O'Rourke & Company first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on O'Rourke & Company's 13F filing for Q2 2026, filed 14 Aug 2026.