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
2016 Q4	–	Sell	-460,000	Closed	-$11M	–	77
2016 Q3	$11M	Buy	+460,000	New	+$10.7M	3.96%	4

Other funds holding XLK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Rothschild Capital Partners's XLK Position: Q1 2026 in Review

Rothschild Capital Partners reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 49% in Q1 2026, selling an estimated $9.71M and leaving 73,082 shares worth $9.71M. The position accounts for 2.38% of the portfolio, ranked #15.

Rothschild Capital Partners first reported a position in XLK in Q3 2016 and has held it in 29 quarters since. The position peaked at $25.6M in Q2 2024. 2,412 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Rothschild Capital Partners held 73,082 shares of State Street Technology Select Sector SPDR ETF worth $9.71M as of Q1 2026.
Rothschild Capital Partners sold 68,903 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $9.71M.
State Street Technology Select Sector SPDR ETF made up 2.38% of Rothschild Capital Partners's portfolio in Q1 2026, its #15 holding.
Rothschild Capital Partners first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2016 and has held it in 29 quarters since.
Rothschild Capital Partners's State Street Technology Select Sector SPDR ETF position peaked at $25.6M in Q2 2024.
2,412 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Rothschild Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.