Red Door Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Red Door Wealth Management’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	$2.1M	Buy	11,037 +49	+0.4%	+$8.37K	0.19%	82
2026 Q1	$1.46M	Sell	10,988 -658	-6%	-$92.7K	0.15%	92
2025 Q4	$1.68M	Buy	11,646 +92	+0.8%	+$13.3K	0.17%	86
2025 Q3	$1.63M	Hold	11,554	–	–	0.17%	86
2025 Q2	$1.46M	Sell	11,554 -2	-0%	-$222	0.17%	87
2025 Q1	$1.19M	Buy	11,556 +3,834	+50%	+$435K	0.18%	82
2024 Q4	$898K	Buy	7,722 +1,428	+23%	+$166K	0.14%	98
2024 Q3	$710K	Hold	6,294	–	–	0.12%	102
2024 Q2	$712K	Hold	6,294	–	–	0.13%	100
2024 Q1	$655K	Hold	6,294	–	–	0.13%	99
2023 Q4	$606K	Hold	6,294	–	–	0.13%	100
2023 Q3	$516K	Sell	6,294 -388	-6%	-$33.3K	0.13%	106
2023 Q2	$581K	Buy	+6,682	New	+$527K	0.13%	121
2022 Q1	–	Sell	-2,978	Closed	-$259K	–	170
2021 Q4	$259K	Sell	2,978 -2	-0.1%	-$165	0.08%	142
2021 Q3	$222K	Buy	2,980 +186	+7%	+$14.3K	0.08%	149
2021 Q2	$206K	Buy	+2,794	New	+$196K	0.08%	141

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

Red Door Wealth Management's XLK Position: Q2 2026 in Review

Red Door Wealth Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.45% in Q2 2026, buying an estimated $8.37K and bringing the position to 11,037 shares worth $2.1M. The position accounts for 0.19% of the portfolio, ranked #82.

Red Door Wealth Management first reported a position in XLK in Q2 2021 and has held it in 16 quarters since. 1,377 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Red Door Wealth Management held 11,037 shares of State Street Technology Select Sector SPDR ETF worth $2.1M as of Q2 2026.
Red Door Wealth Management bought 49 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $8.37K.
State Street Technology Select Sector SPDR ETF made up 0.19% of Red Door Wealth Management's portfolio in Q2 2026, its #82 holding.
Red Door Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2021 and has held it in 16 quarters since.
1,377 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Red Door Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.