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

RKL 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	$371K	Buy	+1,946	New	+$333K	0.03%	155
2026 Q1	–	Sell	-1,473	Closed	-$212K	–	189
2025 Q4	$212K	Buy	1,473 +1	+0.1%	+$144	0.02%	177
2025 Q3	$208K	Sell	1,472 -128	-8%	-$17K	0.02%	174
2025 Q2	$203K	Buy	+1,600	New	+$178K	0.02%	175
2024 Q2	–	Sell	-2,322	Closed	-$242K	–	161
2024 Q1	$242K	Buy	+2,322	New	+$235K	0.02%	137

Other funds holding XLK

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

RKL Wealth Management's XLK Position: Q2 2026 in Review

RKL Wealth Management opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q2 2026: 1,946 shares worth $371K. The stake represents 0.03% of the portfolio and ranks #155 among its holdings. This is a return to the name: RKL Wealth Management previously reported a position in XLK as recently as Q4 2025.

RKL Wealth Management first reported a position in XLK in Q1 2024 and has held it in 5 quarters since. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

RKL Wealth Management held 1,946 shares of State Street Technology Select Sector SPDR ETF worth $371K as of Q2 2026.
State Street Technology Select Sector SPDR ETF was a new RKL Wealth Management position in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.03% of RKL Wealth Management's portfolio in Q2 2026, its #155 holding.
RKL Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2024 and has held it in 5 quarters since.
2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on RKL Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.