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

Realta Investment 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 Q1	$4.09M	Sell	30,747 -774	-2%	-$109K	1.42%	14
2025 Q4	$4.54M	Buy	31,521 +2,835	+10%	+$409K	1.49%	13
2025 Q3	$4.04M	Buy	28,686 +3,992	+16%	+$529K	1.35%	17
2025 Q2	$3.13M	Sell	24,694 -1,220	-5%	-$135K	1.24%	19
2025 Q1	$2.68M	Sell	25,914 -6,458	-20%	-$732K	1.22%	17
2024 Q4	$3.82M	Sell	32,372 -3,048	-9%	-$355K	1.56%	11
2024 Q3	$4.14M	Sell	35,420 -19,588	-36%	-$2.15M	1.9%	8
2024 Q2	$6.22M	Buy	55,008 +376	+0.7%	+$39.6K	1.22%	10
2024 Q1	$5.69M	Sell	54,632 -2,440	-4%	-$247K	1.17%	10
2023 Q4	$5.49M	Buy	57,072 +31,922	+127%	+$2.84M	1.24%	9
2023 Q3	$2.19M	Buy	25,150 +142	+0.6%	+$12.2K	0.5%	35
2023 Q2	$2.17M	Buy	25,008 +274	+1%	+$21.6K	0.48%	36
2023 Q1	$1.87M	Sell	24,734 -5,510	-18%	-$379K	0.45%	47
2022 Q4	$1.88M	Buy	30,244 +5,220	+21%	+$331K	0.46%	48
2022 Q3	$1.49M	Buy	25,024 +702	+3%	+$47.9K	0.39%	53
2022 Q2	$1.55M	Sell	24,322 -1,184	-5%	-$82.5K	0.38%	55
2022 Q1	$2.03M	Buy	25,506 +4,734	+23%	+$372K	0.4%	51
2021 Q4	$1.81M	Buy	20,772 +1,630	+9%	+$134K	0.4%	53
2021 Q3	$1.43M	Buy	19,142 +1,106	+6%	+$85.3K	0.34%	64
2021 Q2	$1.33M	Buy	18,036 +1,050	+6%	+$73.6K	0.32%	74
2021 Q1	$1.13M	Sell	16,986 -330	-2%	-$21.8K	0.3%	86
2020 Q4	$1.13M	Sell	17,316 -128	-0.7%	-$7.8K	0.32%	68
2020 Q3	$1.02M	Buy	17,444 +208	+1%	+$11.8K	0.34%	65
2020 Q2	$900K	Buy	+17,236	New	+$811K	0.3%	79
2020 Q1	–	Sell	-12,978	Closed	-$576K	–	1426
2019 Q4	$576K	Buy	12,978 +5,400	+71%	+$231K	0.16%	163
2019 Q3	$305K	Buy	7,578 +2,946	+64%	+$118K	0.08%	256
2019 Q2	$180K	Buy	4,632 +2,658	+135%	+$101K	0.05%	353
2019 Q1	$74K	Buy	+1,974	New	+$67.5K	0.03%	457

Other funds holding XLK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Realta Investment Advisors's XLK Position: Q1 2026 in Review

Realta Investment Advisors reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 2.5% in Q1 2026, selling an estimated $109K and leaving 30,747 shares worth $4.09M. The position accounts for 1.42% of the portfolio, ranked #14.

Realta Investment Advisors first reported a position in XLK in Q1 2019 and has held it in 28 quarters since. The position peaked at $6.22M in Q2 2024. 2,400 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Realta Investment Advisors held 30,747 shares of State Street Technology Select Sector SPDR ETF worth $4.09M as of Q1 2026.
Realta Investment Advisors sold 774 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $109K.
State Street Technology Select Sector SPDR ETF made up 1.42% of Realta Investment Advisors's portfolio in Q1 2026, its #14 holding.
Realta Investment Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2019 and has held it in 28 quarters since.
Realta Investment Advisors's State Street Technology Select Sector SPDR ETF position peaked at $6.22M in Q2 2024.
2,400 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Realta Investment Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.