Roberts, Glore & Co’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Roberts, Glore & Co’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 Q1	$253K	Hold	1,900	–	–	0.07%	188
2025 Q4	$274K	Hold	1,900	–	–	0.07%	181
2025 Q3	$268K	Hold	1,900	–	–	0.07%	183
2025 Q2	$241K	Buy	+1,900	New	+$211K	0.07%	182

Other funds holding XLK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Roberts, Glore & Co's XLK Position: Q1 2026 in Review

Roberts, Glore & Co held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q1 2026 at 1,900 shares worth $253K. The position accounts for 0.07% of the portfolio, ranked #188.

Roberts, Glore & Co first reported a position in XLK in Q2 2025 and has held it in 4 quarters since. The position peaked at $274K in Q4 2025. 2,400 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Roberts, Glore & Co held 1,900 shares of State Street Technology Select Sector SPDR ETF worth $253K as of Q1 2026.
Roberts, Glore & Co left its State Street Technology Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Technology Select Sector SPDR ETF made up 0.07% of Roberts, Glore & Co's portfolio in Q1 2026, its #188 holding.
Roberts, Glore & Co first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2025 and has held it in 4 quarters since.
Roberts, Glore & Co's State Street Technology Select Sector SPDR ETF position peaked at $274K in Q4 2025.
2,400 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Roberts, Glore & Co's 13F filing for Q1 2026, filed 4 May 2026.