Shufro Rose & Co’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Shufro Rose & Co’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 Q1	$623K	Sell	4,684 -80	-2%	-$11.3K	0.04%	161
2025 Q4	$686K	Sell	4,764 -840	-15%	-$121K	0.05%	153
2025 Q3	$579K	Hold	5,604	–	–	0.05%	163
2025 Q2	$579K	Hold	5,604	–	–	0.05%	164
2025 Q1	$579K	Buy	5,604 +984	+21%	+$112K	0.05%	166
2024 Q4	$537K	Hold	4,620	–	–	0.04%	166
2024 Q3	$523K	Hold	4,620	–	–	0.04%	166
2024 Q2	$523K	Buy	4,620 +800	+21%	+$84.2K	0.04%	166
2024 Q1	$398K	Sell	3,820 -40	-1%	-$4.04K	0.03%	199
2023 Q4	$316K	Hold	3,860	–	–	0.03%	211
2023 Q3	$316K	Sell	3,860 -10	-0.3%	-$858	0.03%	210
2023 Q2	$336K	Sell	3,870 -190	-5%	-$15K	0.03%	211
2023 Q1	$307K	Sell	4,060 -520	-11%	-$35.8K	0.03%	224
2022 Q4	$285K	Hold	4,580	–	–	0.02%	243
2022 Q3	$272K	Sell	4,580 -194	-4%	-$13.2K	0.03%	231
2022 Q2	$303K	Hold	4,774	–	–	0.03%	222
2022 Q1	$379K	Sell	4,774 -312	-6%	-$24.5K	0.03%	210
2021 Q4	$442K	Buy	5,086 +160	+3%	+$13.2K	0.03%	194
2021 Q3	$368K	Buy	4,926 +6	+0.1%	+$463	0.03%	200
2021 Q2	$363K	Hold	4,920	–	–	0.03%	204
2021 Q1	$327K	Hold	4,920	–	–	0.03%	210
2020 Q4	$320K	Sell	4,920 -200	-4%	-$12.2K	0.03%	206
2020 Q3	$299K	Buy	5,120 +1,020	+25%	+$57.6K	0.03%	214
2020 Q2	$214K	Buy	+4,100	New	+$193K	0.02%	234

Other funds holding XLK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Shufro Rose & Co's XLK Position: Q1 2026 in Review

Shufro Rose & Co reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 1.7% in Q1 2026, selling an estimated $11.3K and leaving 4,684 shares worth $623K. The position accounts for 0.04% of the portfolio, ranked #161.

Shufro Rose & Co first reported a position in XLK in Q2 2020 and has held it in 24 quarters since. The position peaked at $686K in Q4 2025. 2,401 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Shufro Rose & Co held 4,684 shares of State Street Technology Select Sector SPDR ETF worth $623K as of Q1 2026.
Shufro Rose & Co sold 80 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $11.3K.
State Street Technology Select Sector SPDR ETF made up 0.04% of Shufro Rose & Co's portfolio in Q1 2026, its #161 holding.
Shufro Rose & Co first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2020 and has held it in 24 quarters since.
Shufro Rose & Co's State Street Technology Select Sector SPDR ETF position peaked at $686K in Q4 2025.
2,401 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Shufro Rose & Co's 13F filing for Q1 2026, filed 15 May 2026.