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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$161K Buy
846
+1
+0.1% +$171 0.13% 115
2026
Q1
$112K Sell
845
-41
-5% -$5.78K 0.1% 130
2025
Q4
$128K Hold
886
0.11% 115
2025
Q3
$125K Buy
886
+2
+0.2% +$265 0.12% 115
2025
Q2
$112K Buy
884
+114
+15% +$12.7K 0.11% 118
2025
Q1
$86.8K Buy
770
+126
+20% +$14.3K 0.08% 127
2024
Q4
$75.4K Buy
+644
New +$74.9K 0.07% 128

Other funds holding XLK

Roxbury Financial's XLK Position: Q2 2026 in Review

Roxbury Financial increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.12% in Q2 2026, buying an estimated $171 and bringing the position to 846 shares worth $161K. The position accounts for 0.13% of the portfolio, ranked #115.

Roxbury Financial first reported a position in XLK in Q4 2024 and has held it in 7 quarters since. 2,664 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Roxbury Financial held 846 shares of State Street Technology Select Sector SPDR ETF worth $161K as of Q2 2026.
  • Roxbury Financial bought 1 State Street Technology Select Sector SPDR ETF share in Q2 2026, an estimated $171.
  • State Street Technology Select Sector SPDR ETF made up 0.13% of Roxbury Financial's portfolio in Q2 2026, its #115 holding.
  • Roxbury Financial first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
  • 2,664 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.