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Rothschild Investment LLC’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Rothschild Investment LLC’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 		$189K Hold
992
– – 0.01% 877
2026
Q1 		$132K Buy
992
+176
+22% +$24.8K 0.01% 803
2025
Q4 		$117K Sell
816
-10
-1% -$1.44K 0.01% 764
2025
Q3 		$116K Buy
826
+50
+6% +$6.62K 0.01% 761
2025
Q2 		$98.3K Buy
776
+14
+2% +$1.55K 0.01% 646
2025
Q1 		$78.7K Buy
762
+162
+27% +$18.4K 0.01% 676
2024
Q4 		$69.8K Sell
600
-32
-5% -$3.72K ﹤0.01% 719
2024
Q3 		$71.3K Hold
632
– – ﹤0.01% 721
2024
Q2 		$71.5K Sell
632
-334
-35% -$35.2K 0.01% 690
2024
Q1 		$101K Sell
966
-50
-5% -$5.06K 0.01% 599
2023
Q4 		$97.8K Buy
+1,016
New +$90.5K 0.01% 535
2022
Q1 		– Sell
-6,534
Closed -$568K – 539
2021
Q4 		$568K Sell
6,534
-50
-0.8% -$4.12K 0.04% 306
2021
Q3 		$492K Hold
6,584
– – 0.04% 314
2021
Q2 		$486K Hold
6,584
– – 0.04% 324
2021
Q1 		$437K Sell
6,584
-3,720
-36% -$246K 0.04% 338
2020
Q4 		$670K Buy
10,304
+334
+3% +$20.3K 0.06% 247
2020
Q3 		$582K Sell
9,970
-200
-2% -$11.3K 0.06% 245
2020
Q2 		$531K Buy
10,170
+200
+2% +$9.41K 0.06% 239
2020
Q1 		$401K Buy
+9,970
New +$455K 0.05% 266
2017
Q2 		– Sell
-7,784
Closed -$207K – 486
2017
Q1 		$207K Buy
+7,784
New +$201K 0.02% 418
2016
Q4 		– Sell
-9,108
Closed -$218K – 490
2016
Q3 		$218K Buy
+9,108
New +$212K 0.03% 406

Other funds holding XLK

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Rothschild Investment LLC's XLK Position: Q2 2026 in Review

Rothschild Investment LLC held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 992 shares worth $189K. The position accounts for 0.01% of the portfolio, ranked #877.

Rothschild Investment LLC first reported a position in XLK in Q3 2016 and has held it in 21 quarters since. The position peaked at $670K in Q4 2020. 2,654 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Rothschild Investment LLC held 992 shares of State Street Technology Select Sector SPDR ETF worth $189K as of Q2 2026.
  • Rothschild Investment LLC left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Technology Select Sector SPDR ETF made up 0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #877 holding.
  • Rothschild Investment LLC first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2016 and has held it in 21 quarters since.
  • Rothschild Investment LLC's State Street Technology Select Sector SPDR ETF position peaked at $670K in Q4 2020.
  • 2,654 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.