RPg Family Wealth Advisory’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 | $3.3M | Sell |
17,311
-2,309
| -12% | -$395K | 0.55% | 58 |
|
|
2026
Q1 | $2.61M | Buy |
19,620
+364
| +2% | +$51.3K | 0.54% | 63 |
|
|
2025
Q4 | $2.77M | Sell |
19,256
-3,380
| -15% | -$488K | 0.61% | 62 |
|
|
2025
Q3 | $3.19M | Sell |
22,636
-4,204
| -16% | -$557K | 0.7% | 53 |
|
|
2025
Q2 | $3.4M | Buy |
26,840
+2,282
| +9% | +$253K | 0.9% | 50 |
|
|
2025
Q1 | $2.54M | Buy |
+24,558
| New | +$2.78M | 0.72% | 49 |
|
|
2024
Q3 | – | Sell |
-14,004
| Closed | -$1.58M | – | 116 |
|
|
2024
Q2 | $1.58M | Buy |
14,004
+766
| +6% | +$80.7K | 0.52% | 51 |
|
|
2024
Q1 | $1.38M | Sell |
13,238
-964
| -7% | -$97.5K | 0.44% | 67 |
|
|
2023
Q4 | $1.37M | Sell |
14,202
-3,482
| -20% | -$310K | 0.5% | 56 |
|
|
2023
Q3 | $1.45M | Buy |
17,684
+574
| +3% | +$49.2K | 0.6% | 48 |
|
|
2023
Q2 | $1.49M | Sell |
17,110
-2,148
| -11% | -$169K | 0.6% | 49 |
|
|
2023
Q1 | $1.45M | Buy |
19,258
+2,184
| +13% | +$150K | 0.8% | 40 |
|
|
2022
Q4 | $1.06M | Buy |
17,074
+4,244
| +33% | +$270K | 0.73% | 40 |
|
|
2022
Q3 | $868K | Buy |
+12,830
| New | +$876K | 0.46% | 52 |
|
|
2022
Q2 | – | Sell |
-850
| Closed | -$67.5K | – | 327 |
|
|
2022
Q1 | $67.5K | Hold |
850
| – | – | 0.03% | 139 |
|
|
2021
Q4 | $73.9K | Buy |
+850
| New | +$70K | 0.03% | 149 |
|
|
2020
Q1 | – | Sell |
-2,734
| Closed | -$125K | – | 295 |
|
|
2019
Q4 | $125K | Hold |
2,734
| – | – | 0.07% | 110 |
|
|
2019
Q3 | $110K | Hold |
2,734
| – | – | 0.07% | 114 |
|
|
2019
Q2 | $107K | Buy |
2,734
+350
| +15% | +$13.3K | 0.06% | 113 |
|
|
2019
Q1 | $88.2K | Buy |
+2,384
| New | +$81.6K | 0.05% | 128 |
|
|
2018
Q4 | – | Sell |
-560
| Closed | -$21.1K | – | 275 |
|
|
2018
Q3 | $21.1K | Hold |
560
| – | – | 0.02% | 172 |
|
|
2018
Q2 | $19.5K | Hold |
560
| – | – | 0.02% | 171 |
|
|
2018
Q1 | $18.3K | Hold |
560
| – | – | 0.02% | 202 |
|
|
2017
Q4 | $17.9K | Hold |
560
| – | – | 0.02% | 214 |
|
|
2017
Q3 | $16.5K | Sell |
560
-510
| -48% | -$14.7K | 0.01% | 232 |
|
|
2017
Q2 | $29.3K | Buy |
1,070
+286
| +36% | +$7.87K | 0.03% | 211 |
|
|
2017
Q1 | $20.9K | Buy |
784
+224
| +40% | +$5.77K | 0.02% | 211 |
|
|
2016
Q4 | $13.5K | Sell |
560
-266
| -32% | -$6.35K | 0.01% | 228 |
|
|
2016
Q3 | $19.7K | Sell |
826
-294
| -26% | -$6.83K | 0.01% | 177 |
|
|
2016
Q2 | $24.3K | Buy |
1,120
+560
| +100% | +$12.1K | 0.01% | 176 |
|
|
2016
Q1 | $12.4K | Hold |
560
| – | – | 0.01% | 232 |
|
|
2015
Q4 | $12K | Buy |
+560
| New | +$12.1K | 0.01% | 181 |
|
Other funds holding XLK
APTFM
RPg Family Wealth Advisory's XLK Position: Q2 2026 in Review
RPg Family Wealth Advisory reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 12% in Q2 2026, selling an estimated $395K and leaving 17,311 shares worth $3.3M. The position accounts for 0.55% of the portfolio, ranked #58.
RPg Family Wealth Advisory first reported a position in XLK in Q4 2015 and has held it in 32 quarters since. The position peaked at $3.4M in Q2 2025. 2,667 funds tracked by Wall St. Rank hold XLK as of Q2 2026.
- RPg Family Wealth Advisory held 17,311 shares of State Street Technology Select Sector SPDR ETF worth $3.3M as of Q2 2026.
- RPg Family Wealth Advisory sold 2,309 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $395K.
- State Street Technology Select Sector SPDR ETF made up 0.55% of RPg Family Wealth Advisory's portfolio in Q2 2026, its #58 holding.
- RPg Family Wealth Advisory first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2015 and has held it in 32 quarters since.
- RPg Family Wealth Advisory's State Street Technology Select Sector SPDR ETF position peaked at $3.4M in Q2 2025.
- 2,667 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.
Based on RPg Family Wealth Advisory's 13F filing for Q2 2026, filed 4 Aug 2026.