Rational Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Rational Advisors’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	$1.14M	Buy	+6,000	New	+$1.03M	0.1%	84
2024 Q4	–	Sell	-13,682	Closed	-$1.54M	–	184
2024 Q3	$1.54M	Buy	13,682 +7,078	+107%	+$777K	0.15%	71
2024 Q2	$747K	Sell	6,604 -414	-6%	-$43.6K	0.07%	78
2024 Q1	$731K	Sell	7,018 -2,878	-29%	-$291K	0.07%	88
2023 Q4	$952K	Sell	9,896 -14,530	-59%	-$1.29M	0.1%	75
2023 Q3	$2M	Buy	24,426 +5,210	+27%	+$447K	0.18%	61
2023 Q2	$1.67M	Buy	+19,216	New	+$1.51M	0.14%	68
2019 Q4	–	Sell	-75,182	Closed	-$3.03M	–	582
2019 Q3	$3.03M	Buy	+75,182	New	+$3.01M	1.17%	14

Other funds holding XLK

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

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

Rational Advisors's XLK Position: Q2 2026 in Review

Rational Advisors opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q2 2026: 6,000 shares worth $1.14M. The stake represents 0.1% of the portfolio and ranks #84 among its holdings. This is a return to the name: Rational Advisors previously reported a position in XLK as recently as Q3 2024.

Rational Advisors first reported a position in XLK in Q3 2019 and has held it in 8 quarters since. The position peaked at $3.03M in Q3 2019. 1,313 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Rational Advisors held 6,000 shares of State Street Technology Select Sector SPDR ETF worth $1.14M as of Q2 2026.
State Street Technology Select Sector SPDR ETF was a new Rational Advisors position in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.1% of Rational Advisors's portfolio in Q2 2026, its #84 holding.
Rational Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2019 and has held it in 8 quarters since.
Rational Advisors's State Street Technology Select Sector SPDR ETF position peaked at $3.03M in Q3 2019.
1,313 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Rational Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.