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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
Q2 		$892K Hold
4,684
– – 0.05% 135
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

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
APTFM
AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Shufro Rose & Co's XLK Position: Q2 2026 in Review

Shufro Rose & Co held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 4,684 shares worth $892K. The position accounts for 0.05% of the portfolio, ranked #135.

Shufro Rose & Co first reported a position in XLK in Q2 2020 and has held it in 25 quarters since. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Shufro Rose & Co held 4,684 shares of State Street Technology Select Sector SPDR ETF worth $892K as of Q2 2026.
  • Shufro Rose & Co left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Technology Select Sector SPDR ETF made up 0.05% of Shufro Rose & Co's portfolio in Q2 2026, its #135 holding.
  • Shufro Rose & Co first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2020 and has held it in 25 quarters since.
  • 2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Shufro Rose & Co's 13F filing for Q2 2026, filed 12 Aug 2026.