RWA Wealth Partners’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

RWA Wealth 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	$3.31M	Buy	17,396 +887	+5%	+$152K	0.03%	218
2026 Q1	$2.19M	Sell	16,509 -5,295	-24%	-$746K	0.02%	244
2025 Q4	$3.14M	Sell	21,804 -5,398	-20%	-$780K	0.03%	213
2025 Q3	$3.83M	Buy	27,202 +4,768	+21%	+$631K	0.04%	197
2025 Q2	$2.84M	Sell	22,434 -100	-0.4%	-$11.1K	0.04%	210
2025 Q1	$2.33M	Buy	22,534 +1,220	+6%	+$138K	0.03%	226
2024 Q4	$2.48M	Buy	21,314 +1,134	+6%	+$132K	0.03%	224
2024 Q3	$2.28M	Buy	20,180 +922	+5%	+$101K	0.03%	240
2024 Q2	$2.18M	Sell	19,258 -100	-0.5%	-$10.5K	0.03%	226
2024 Q1	$2.02M	Sell	19,358 -4,562	-19%	-$461K	0.03%	240
2023 Q4	$2.3M	Buy	23,920 +12,782	+115%	+$1.14M	0.03%	210
2023 Q3	$913K	Buy	11,138 +1,710	+18%	+$147K	0.02%	201
2023 Q2	$820K	Buy	9,428 +4,932	+110%	+$389K	0.02%	181
2023 Q1	$340K	Buy	4,496 +76	+2%	+$5.23K	0.01%	204
2022 Q4	$285K	Sell	4,420 -858	-16%	-$54.5K	0.01%	224
2022 Q3	$314K	Sell	5,278 -2	-0%	-$136	0.02%	194
2022 Q2	$336K	Sell	5,280 -1,130	-18%	-$78.7K	0.02%	185
2022 Q1	$509K	Sell	6,410 -458	-7%	-$36K	0.03%	163
2021 Q4	$597K	Sell	6,868 -150	-2%	-$12.4K	0.04%	159
2021 Q3	$524K	Buy	7,018 +696	+11%	+$53.7K	0.04%	165
2021 Q2	$467K	Buy	6,322 +1,060	+20%	+$74.3K	0.03%	170
2021 Q1	$349K	Hold	5,262	–	–	0.03%	188
2020 Q4	$342K	Sell	5,262 -150	-3%	-$9.14K	0.03%	185
2020 Q3	$316K	Buy	5,412 +1,008	+23%	+$57K	0.03%	170
2020 Q2	$230K	Buy	+4,404	New	+$207K	0.03%	196
2020 Q1	–	Sell	-4,404	Closed	-$202K	–	246
2019 Q4	$202K	Buy	+4,404	New	+$189K	0.02%	235
2018 Q3	–	Sell	-4,458	Closed	-$155K	–	710
2018 Q2	$155K	Hold	4,458	–	–	0.02%	261
2018 Q1	$146K	Sell	4,458 -1,898	-30%	-$63.7K	0.02%	225
2017 Q4	$203K	Buy	+6,356	New	+$199K	0.02%	226
2017 Q2	–	Sell	-8,522	Closed	-$227K	–	189
2017 Q1	$227K	Buy	+8,522	New	+$220K	0.03%	173

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

RWA Wealth Partners's XLK Position: Q2 2026 in Review

RWA Wealth Partners increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 5.4% in Q2 2026, buying an estimated $152K and bringing the position to 17,396 shares worth $3.31M. The position accounts for 0.03% of the portfolio, ranked #218.

RWA Wealth Partners first reported a position in XLK in Q1 2017 and has held it in 30 quarters since. The position peaked at $3.83M in Q3 2025. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

RWA Wealth Partners held 17,396 shares of State Street Technology Select Sector SPDR ETF worth $3.31M as of Q2 2026.
RWA Wealth Partners bought 887 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $152K.
State Street Technology Select Sector SPDR ETF made up 0.03% of RWA Wealth Partners's portfolio in Q2 2026, its #218 holding.
RWA Wealth Partners first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2017 and has held it in 30 quarters since.
RWA Wealth Partners's State Street Technology Select Sector SPDR ETF position peaked at $3.83M in Q3 2025.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.