TRB Wealth Management’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
$1.3M Sell
6,820
-34
-0.5% -$5.81K 0.17% 71
2026
Q1
$911K Buy
+6,854
New +$966K 0.13% 100

Other funds holding XLK

TRB Wealth Management's XLK Position: Q2 2026 in Review

TRB Wealth Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.5% in Q2 2026, selling an estimated $5.81K and leaving 6,820 shares worth $1.3M. The position accounts for 0.17% of the portfolio, ranked #71.

TRB Wealth Management first reported a position in XLK in Q1 2026 and has held it in 2 quarters since. 2,644 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • TRB Wealth Management held 6,820 shares of State Street Technology Select Sector SPDR ETF worth $1.3M as of Q2 2026.
  • TRB Wealth Management sold 34 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $5.81K.
  • State Street Technology Select Sector SPDR ETF made up 0.17% of TRB Wealth Management's portfolio in Q2 2026, its #71 holding.
  • TRB Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
  • 2,644 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on TRB Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.