RAFFA WEALTH MANAGEMENT, LLC’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$24.4K	Hold	128	–	–	﹤0.01%	255
2026 Q1	$17K	Hold	128	–	–	﹤0.01%	295
2025 Q4	$18.4K	Buy	+128	New	+$18.5K	﹤0.01%	276
2025 Q2	–	Sell	-264	Closed	-$27.3K	–	1141
2025 Q1	$27.3K	Sell	264 -202	-43%	-$22.9K	0.01%	186
2024 Q4	$54.2K	Buy	+466	New	+$54.2K	0.01%	141
2022 Q1	–	Sell	-102	Closed	-$8.88K	–	1161
2021 Q4	$8.88K	Buy	102 +50	+96%	+$4.12K	﹤0.01%	326
2021 Q3	$3.88K	Buy	+52	New	+$4.01K	﹤0.01%	433
2018 Q4	–	Sell	-24	Closed	-$904	–	764
2018 Q3	$904	Buy	+24	New	+$880	﹤0.01%	658
2016 Q4	–	Sell	-7,400	Closed	-$177K	–	901
2016 Q3	$177K	Buy	+7,400	New	+$172K	0.1%	55

Other funds holding XLK

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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

RAFFA WEALTH MANAGEMENT, LLC's XLK Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 128 shares worth $24.4K. The position accounts for ﹤0.01% of the portfolio, ranked #255.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in XLK in Q3 2016 and has held it in 9 quarters since. The position peaked at $177K in Q3 2016. 1,141 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 128 shares of State Street Technology Select Sector SPDR ETF worth $24.4K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Technology Select Sector SPDR ETF made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #255 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2016 and has held it in 9 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's State Street Technology Select Sector SPDR ETF position peaked at $177K in Q3 2016.
1,141 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.