Royal Harbor Partners’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Royal Harbor 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	$246K	Buy	+1,290	New	+$220K	0.08%	52
2025 Q4	–	Sell	-1,500	Closed	-$211K	–	53
2025 Q3	$211K	Buy	+1,500	New	+$199K	0.07%	47
2023 Q3	–	Sell	-121,394	Closed	-$10.6M	–	71
2023 Q2	$10.6M	Sell	121,394 -2,926	-2%	-$231K	5.17%	5
2023 Q1	$9.39M	Buy	+124,320	New	+$8.56M	5.04%	4
2022 Q2	–	Sell	-50,544	Closed	-$4.02M	–	87
2022 Q1	$4.02M	Sell	50,544 -560	-1%	-$44K	2.57%	12
2021 Q4	$4.44M	Sell	51,104 -39,586	-44%	-$3.26M	2.82%	7
2021 Q3	$6.77M	Buy	+90,690	New	+$7M	4.82%	4
2021 Q1	–	Sell	-93,144	Closed	-$6.05M	–	88
2020 Q4	$6.05M	Sell	93,144 -14,442	-13%	-$880K	5.06%	3
2020 Q3	$6.28M	Buy	107,586 +1,076	+1%	+$60.8K	5.88%	2
2020 Q2	$5.57M	Sell	106,510 -6,184	-5%	-$291K	5.5%	3
2020 Q1	$4.53M	Buy	112,694 +9,030	+9%	+$412K	5.24%	3
2019 Q4	$4.75M	Buy	+103,664	New	+$4.44M	4.57%	5

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

Royal Harbor Partners's XLK Position: Q2 2026 in Review

Royal Harbor Partners opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q2 2026: 1,290 shares worth $246K. The stake represents 0.08% of the portfolio and ranks #52 among its holdings. This is a return to the name: Royal Harbor Partners previously reported a position in XLK as recently as Q3 2025.

Royal Harbor Partners first reported a position in XLK in Q4 2019 and has held it in 12 quarters since. The position peaked at $10.6M in Q2 2023. 2,644 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Royal Harbor Partners held 1,290 shares of State Street Technology Select Sector SPDR ETF worth $246K as of Q2 2026.
State Street Technology Select Sector SPDR ETF was a new Royal Harbor Partners position in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.08% of Royal Harbor Partners's portfolio in Q2 2026, its #52 holding.
Royal Harbor Partners first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2019 and has held it in 12 quarters since.
Royal Harbor Partners's State Street Technology Select Sector SPDR ETF position peaked at $10.6M in Q2 2023.
2,644 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Royal Harbor Partners's 13F filing for Q2 2026, filed 27 Jul 2026.