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 Q3	$372K	Hold	1,900	–	–	0.09%	177
2026 Q2	$362K	Hold	1,900	–	–	0.09%	176
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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Roberts, Glore & Co's XLK Position: Q3 2026 in Review

Roberts, Glore & Co held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q3 2026 at 1,900 shares worth $372K. The position accounts for 0.09% of the portfolio, ranked #177.

Roberts, Glore & Co first reported a position in XLK in Q2 2025 and has held it in 6 quarters since. 2,432 funds tracked by Wall St. Rank hold XLK as of Q3 2026.

Roberts, Glore & Co held 1,900 shares of State Street Technology Select Sector SPDR ETF worth $372K as of Q3 2026.
Roberts, Glore & Co left its State Street Technology Select Sector SPDR ETF share count unchanged in Q3 2026.
State Street Technology Select Sector SPDR ETF made up 0.09% of Roberts, Glore & Co's portfolio in Q3 2026, its #177 holding.
Roberts, Glore & Co first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2025 and has held it in 6 quarters since.
2,432 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.

Based on Roberts, Glore & Co's 13F filing for Q3 2026, filed 13 Nov 2026.