Rothschild Capital Partners’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Rothschild Capital Partners’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	$14.4M	Buy	75,349 +2,267	+3%	+$387K	3.08%	9
2026 Q1	$9.71M	Sell	73,082 -68,903	-49%	-$9.71M	2.38%	15
2025 Q4	$20.4M	Buy	141,985 +51,207	+56%	+$7.4M	4.8%	8
2025 Q3	$12.8M	Buy	90,778 +16,884	+23%	+$2.24M	3.02%	13
2025 Q2	$9.36M	Sell	73,894 -111,008	-60%	-$12.3M	2.46%	15
2025 Q1	$19.1M	Sell	184,902 -6,888	-4%	-$781K	5%	7
2024 Q4	$22.3M	Buy	191,790 +56,100	+41%	+$6.53M	5.41%	6
2024 Q3	$15.3M	Sell	135,690 -90,806	-40%	-$9.97M	4.27%	8
2024 Q2	$25.6M	Buy	226,496 +7,826	+4%	+$824K	7.32%	3
2024 Q1	$22.8M	Buy	218,670 +67,398	+45%	+$6.82M	6.62%	4
2023 Q4	$14.6M	Hold	151,272	–	–	4.59%	8
2023 Q3	$12.4M	Sell	151,272 -29,066	-16%	-$2.49M	4.85%	9
2023 Q2	$15.7M	Hold	180,338	–	–	5.78%	5
2023 Q1	$13.6M	Buy	180,338 +110	+0.1%	+$7.57K	5.58%	5
2022 Q4	$11.2M	Sell	180,228 -7,402	-4%	-$470K	4.75%	7
2022 Q3	$11.1M	Buy	187,630 +86,874	+86%	+$5.93M	5.13%	5
2022 Q2	$6.4M	Hold	100,756	–	–	2.68%	16
2022 Q1	$8.01M	Sell	100,756 -21,988	-18%	-$1.73M	2.81%	15
2021 Q4	$10.7M	Sell	122,744 -15,850	-11%	-$1.31M	3.18%	12
2021 Q3	$10.3M	Sell	138,594 -17,936	-11%	-$1.38M	3.31%	11
2021 Q2	$11.6M	Buy	156,530 +59,460	+61%	+$4.17M	3.7%	9
2021 Q1	$6.45M	Hold	97,070	–	–	2.18%	20
2020 Q4	$6.31M	Hold	97,070	–	–	2.26%	18
2020 Q3	$5.66M	Sell	97,070 -49,112	-34%	-$2.77M	2.24%	19
2020 Q2	$7.64M	Buy	146,182 +58,860	+67%	+$2.77M	3.19%	11
2020 Q1	$3.51M	Sell	87,322 -84,924	-49%	-$3.88M	1.95%	18
2019 Q4	$7.89M	Sell	172,246 -86,734	-33%	-$3.71M	3.6%	10
2019 Q3	$10.4M	Buy	258,980 +156,600	+153%	+$6.27M	5.25%	10
2019 Q2	$4M	Buy	+102,380	New	+$3.9M	1.95%	18
2016 Q4	–	Sell	-155,390	Closed	-$3.71M	–	78
2016 Q3	$3.71M	Buy	+155,390	New	+$3.61M	1.34%	27

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

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

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

Rothschild Capital Partners's XLK Position: Q2 2026 in Review

Rothschild Capital Partners increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 3.1% in Q2 2026, buying an estimated $387K and bringing the position to 75,349 shares worth $14.4M. The position accounts for 3.08% of the portfolio, ranked #9.

Rothschild Capital Partners first reported a position in XLK in Q3 2016 and has held it in 30 quarters since. The position peaked at $25.6M in Q2 2024. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Rothschild Capital Partners held 75,349 shares of State Street Technology Select Sector SPDR ETF worth $14.4M as of Q2 2026.
Rothschild Capital Partners bought 2,267 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $387K.
State Street Technology Select Sector SPDR ETF made up 3.08% of Rothschild Capital Partners's portfolio in Q2 2026, its #9 holding.
Rothschild Capital Partners first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2016 and has held it in 30 quarters since.
Rothschild Capital Partners's State Street Technology Select Sector SPDR ETF position peaked at $25.6M in Q2 2024.
2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Rothschild Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.