RMR Wealth Builders’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

RMR Wealth Builders’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	$8.41M	Buy	44,148 +2,591	+6%	+$443K	0.52%	33
2026 Q1	$5.52M	Buy	41,557 +1,109	+3%	+$156K	0.43%	37
2025 Q4	$5.82M	Sell	40,448 -390	-1%	-$56.3K	0.47%	35
2025 Q3	$5.76M	Buy	40,838 +192	+0.5%	+$25.4K	0.48%	31
2025 Q2	$5.15M	Buy	40,646 +4	+0%	+$444	0.47%	31
2025 Q1	$4.2M	Buy	40,642 +572	+1%	+$64.8K	0.44%	33
2024 Q4	$4.66M	Buy	40,070 +58	+0.1%	+$6.75K	0.48%	30
2024 Q3	$4.52M	Buy	40,012 +1,144	+3%	+$126K	0.48%	30
2024 Q2	$4.4M	Buy	38,868 +688	+2%	+$72.4K	0.5%	28
2024 Q1	$3.98M	Buy	38,180 +1,124	+3%	+$114K	0.48%	29
2023 Q4	$3.57M	Buy	37,056 +856	+2%	+$76.2K	0.5%	28
2023 Q3	$2.97M	Buy	36,200 +1,360	+4%	+$117K	0.47%	30
2023 Q2	$3.03M	Buy	34,840 +5,832	+20%	+$460K	0.52%	29
2023 Q1	$2.19M	Buy	+29,008	New	+$2M	0.42%	34
2021 Q2	–	Sell	-3,062	Closed	-$203K	–	721
2021 Q1	$203K	Buy	+3,062	New	+$202K	0.05%	188
2020 Q4	–	Sell	-34,584	Closed	-$2.02M	–	558
2020 Q3	$2.02M	Buy	+34,584	New	+$1.95M	0.52%	35

Other funds holding XLK

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

RMR Wealth Builders's XLK Position: Q2 2026 in Review

RMR Wealth Builders increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 6.2% in Q2 2026, buying an estimated $443K and bringing the position to 44,148 shares worth $8.41M. The position accounts for 0.52% of the portfolio, ranked #33.

RMR Wealth Builders first reported a position in XLK in Q3 2020 and has held it in 16 quarters since. 1,047 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

RMR Wealth Builders held 44,148 shares of State Street Technology Select Sector SPDR ETF worth $8.41M as of Q2 2026.
RMR Wealth Builders bought 2,591 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $443K.
State Street Technology Select Sector SPDR ETF made up 0.52% of RMR Wealth Builders's portfolio in Q2 2026, its #33 holding.
RMR Wealth Builders first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2020 and has held it in 16 quarters since.
1,047 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.