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 Q2	$5.57M	Sell	29,230 -1,517	-5%	-$259K	1.73%	10
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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

LFS

Lighthouse Financial Services Brea, California $476M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Realta Investment Advisors's XLK Position: Q2 2026 in Review

Realta Investment Advisors reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 4.9% in Q2 2026, selling an estimated $259K and leaving 29,230 shares worth $5.57M. The position accounts for 1.73% of the portfolio, ranked #10.

Realta Investment Advisors first reported a position in XLK in Q1 2019 and has held it in 29 quarters since. The position peaked at $6.22M in Q2 2024. 531 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Realta Investment Advisors held 29,230 shares of State Street Technology Select Sector SPDR ETF worth $5.57M as of Q2 2026.
Realta Investment Advisors sold 1,517 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $259K.
State Street Technology Select Sector SPDR ETF made up 1.73% of Realta Investment Advisors's portfolio in Q2 2026, its #10 holding.
Realta Investment Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2019 and has held it in 29 quarters since.
Realta Investment Advisors's State Street Technology Select Sector SPDR ETF position peaked at $6.22M in Q2 2024.
531 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.