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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$540K	Sell	2,836 -250	-8%	-$42.7K	0.17%	136
2026 Q1	$410K	Sell	3,086 -759	-20%	-$107K	0.15%	137
2025 Q4	$554K	Sell	3,845 -39	-1%	-$5.63K	0.22%	106
2025 Q3	$547K	Sell	3,884 -500	-11%	-$66.2K	0.22%	103
2025 Q2	$555K	Sell	4,384 -26	-0.6%	-$2.88K	0.24%	97
2025 Q1	$455K	Buy	4,410 +2	+0%	+$227	0.24%	96
2024 Q4	$513K	Buy	4,408 +58	+1%	+$6.75K	0.26%	96
2024 Q3	$491K	Sell	4,350 -352	-7%	-$38.6K	0.25%	99
2024 Q2	$532K	Sell	4,702 -284	-6%	-$29.9K	0.27%	95
2024 Q1	$519K	Buy	4,986 +2	+0%	+$202	0.27%	90
2023 Q4	$480K	Buy	4,984 +46	+0.9%	+$4.09K	0.32%	85
2023 Q3	$405K	Buy	4,938 +2	+0%	+$172	0.3%	83
2023 Q2	$429K	Sell	4,936 -978	-17%	-$77.1K	0.31%	82
2023 Q1	$447K	Buy	5,914 +1,002	+20%	+$69K	0.35%	77
2022 Q4	$306K	Buy	+4,912	New	+$312K	0.2%	111

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

Register Financial Advisors's XLK Position: Q2 2026 in Review

Register Financial Advisors reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 8.1% in Q2 2026, selling an estimated $42.7K and leaving 2,836 shares worth $540K. The position accounts for 0.17% of the portfolio, ranked #136.

Register Financial Advisors first reported a position in XLK in Q4 2022 and has held it in 15 quarters since. The position peaked at $555K in Q2 2025. 1,377 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Register Financial Advisors held 2,836 shares of State Street Technology Select Sector SPDR ETF worth $540K as of Q2 2026.
Register Financial Advisors sold 250 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $42.7K.
State Street Technology Select Sector SPDR ETF made up 0.17% of Register Financial Advisors's portfolio in Q2 2026, its #136 holding.
Register Financial Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
Register Financial Advisors's State Street Technology Select Sector SPDR ETF position peaked at $555K in Q2 2025.
1,377 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Register Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.