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

RTD Financial Advisors’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	$572K	Hold	3,003	–	–	0.06%	89
2026 Q1	$399K	Sell	3,003 -32	-1%	-$4.51K	0.05%	93
2025 Q4	$437K	Sell	3,035 -1	-0%	-$144	0.05%	88
2025 Q3	$428K	Buy	3,036 +32	+1%	+$4.24K	0.05%	79
2025 Q2	$380K	Sell	3,004 -276	-8%	-$30.6K	0.05%	83
2025 Q1	$339K	Hold	3,280	–	–	0.05%	96
2024 Q4	$381K	Hold	3,280	–	–	0.05%	90
2024 Q3	$370K	Hold	3,280	–	–	0.05%	97
2024 Q2	$371K	Hold	3,280	–	–	0.05%	93
2024 Q1	$342K	Sell	3,280 -22	-0.7%	-$2.23K	0.05%	91
2023 Q4	$318K	Buy	3,302 +22	+0.7%	+$1.96K	0.04%	92
2023 Q3	$269K	Hold	3,280	–	–	0.04%	93
2023 Q2	$285K	Hold	3,280	–	–	0.04%	92
2023 Q1	$248K	Hold	3,280	–	–	0.04%	91
2022 Q4	$204K	Buy	+3,280	New	+$208K	0.03%	93
2022 Q3	–	Sell	-3,280	Closed	-$208K	–	108
2022 Q2	$208K	Hold	3,280	–	–	0.03%	104
2022 Q1	$261K	Hold	3,280	–	–	0.04%	99
2021 Q4	$285K	Buy	+3,280	New	+$270K	0.04%	101

Other funds holding XLK

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

RTD Financial Advisors's XLK Position: Q2 2026 in Review

RTD Financial Advisors held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 3,003 shares worth $572K. The position accounts for 0.06% of the portfolio, ranked #89.

RTD Financial Advisors first reported a position in XLK in Q4 2021 and has held it in 18 quarters since. 1,069 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

RTD Financial Advisors held 3,003 shares of State Street Technology Select Sector SPDR ETF worth $572K as of Q2 2026.
RTD Financial Advisors left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.06% of RTD Financial Advisors's portfolio in Q2 2026, its #89 holding.
RTD Financial Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and has held it in 18 quarters since.
1,069 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on RTD Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.