Rollins Financial Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Rollins Financial Advisors’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	$6.37M	Buy	33,415 +293	+0.9%	+$50.1K	0.84%	26
2026 Q1	$4.4M	Buy	33,122 +5	+0%	+$705	0.7%	29
2025 Q4	$4.77M	Buy	33,117 +693	+2%	+$100K	0.7%	29
2025 Q3	$4.57M	Sell	32,424 -1,538	-5%	-$204K	0.69%	28
2025 Q2	$4.3M	Sell	33,962 -3,874	-10%	-$430K	0.69%	28
2025 Q1	$3.91M	Sell	37,836 -1,442	-4%	-$163K	0.68%	28
2024 Q4	$4.57M	Sell	39,278 -246	-0.6%	-$28.6K	0.71%	26
2024 Q3	$4.46M	Sell	39,524 -1,128	-3%	-$124K	0.74%	25
2024 Q2	$4.6M	Sell	40,652 -622	-2%	-$65.5K	0.79%	23
2024 Q1	$4.3M	Sell	41,274 -100	-0.2%	-$10.1K	0.81%	23
2023 Q4	$3.98M	Buy	+41,374	New	+$3.68M	0.83%	20

Other funds holding XLK

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Rollins Financial Advisors's XLK Position: Q2 2026 in Review

Rollins Financial Advisors increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.88% in Q2 2026, buying an estimated $50.1K and bringing the position to 33,415 shares worth $6.37M. The position accounts for 0.84% of the portfolio, ranked #26.

Rollins Financial Advisors first reported a position in XLK in Q4 2023 and has held it in 11 quarters since. 2,646 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Rollins Financial Advisors held 33,415 shares of State Street Technology Select Sector SPDR ETF worth $6.37M as of Q2 2026.
Rollins Financial Advisors bought 293 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $50.1K.
State Street Technology Select Sector SPDR ETF made up 0.84% of Rollins Financial Advisors's portfolio in Q2 2026, its #26 holding.
Rollins Financial Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
2,646 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Rollins Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.