Roberts Wealth Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History
Bought
Maintained
Sold
Other funds holding XLK
Roberts Wealth Advisors's XLK Position: Q2 2026 in Review
Roberts Wealth Advisors reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 4.2% in Q2 2026, selling an estimated $188K and leaving 25,338 shares worth $4.83M. The position accounts for 1.1% of the portfolio, ranked #26.
Roberts Wealth Advisors first reported a position in XLK in Q3 2021 and has held it in 20 quarters since. The position peaked at $10M in Q4 2023. 2,654 funds tracked by Wall St. Rank hold XLK as of Q2 2026.
- Roberts Wealth Advisors held 25,338 shares of State Street Technology Select Sector SPDR ETF worth $4.83M as of Q2 2026.
- Roberts Wealth Advisors sold 1,100 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $188K.
- State Street Technology Select Sector SPDR ETF made up 1.1% of Roberts Wealth Advisors's portfolio in Q2 2026, its #26 holding.
- Roberts Wealth Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2021 and has held it in 20 quarters since.
- Roberts Wealth Advisors's State Street Technology Select Sector SPDR ETF position peaked at $10M in Q4 2023.
- 2,654 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.
Based on Roberts Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.