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

Rockwood 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	$775K	Buy	4,067 +1,247	+44%	+$213K	0.05%	57
2026 Q1	$375K	Buy	2,820 +284	+11%	+$40K	0.03%	85
2025 Q4	$365K	Hold	2,536	–	–	0.03%	84
2025 Q3	$357K	Buy	+2,536	New	+$336K	0.03%	80
2025 Q2	–	Sell	-2,188	Closed	-$226K	–	109
2025 Q1	$226K	Sell	2,188 -1,234	-36%	-$140K	0.02%	88
2024 Q4	$401K	Buy	3,422 +290	+9%	+$33.7K	0.04%	58
2024 Q3	$354K	Buy	3,132 +882	+39%	+$96.8K	0.04%	61
2024 Q2	$255K	Sell	2,250 -32	-1%	-$3.37K	0.03%	72
2024 Q1	$238K	Hold	2,282	–	–	0.03%	74
2023 Q4	$220K	Sell	2,282 -286	-11%	-$25.5K	0.03%	70
2023 Q3	$210K	Buy	2,568 +190	+8%	+$16.3K	0.04%	63
2023 Q2	$207K	Buy	+2,378	New	+$187K	0.04%	74

Other funds holding XLK

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

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

Rockwood Wealth Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 44% in Q2 2026, buying an estimated $213K and bringing the position to 4,067 shares worth $775K. The position accounts for 0.05% of the portfolio, ranked #57.

Rockwood Wealth Management first reported a position in XLK in Q2 2023 and has held it in 12 quarters since. 1,377 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Rockwood Wealth Management held 4,067 shares of State Street Technology Select Sector SPDR ETF worth $775K as of Q2 2026.
Rockwood Wealth Management bought 1,247 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $213K.
State Street Technology Select Sector SPDR ETF made up 0.05% of Rockwood Wealth Management's portfolio in Q2 2026, its #57 holding.
Rockwood Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2023 and has held it in 12 quarters since.
1,377 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Rockwood Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.