Werba Rubin Papier Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Werba Rubin Papier Wealth Management’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	$340K	Sell	1,783 -845	-32%	-$144K	0.04%	199
2026 Q1	$349K	Buy	2,628 +800	+44%	+$113K	0.05%	175
2025 Q4	$263K	Buy	1,828 +6	+0.3%	+$867	0.07%	181
2025 Q3	$257K	Hold	1,822	–	–	0.04%	195
2025 Q2	$231K	Buy	+1,822	New	+$202K	0.04%	193
2025 Q1	–	Sell	-1,924	Closed	-$224K	–	210
2024 Q4	$224K	Buy	+1,924	New	+$224K	0.05%	166

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

Werba Rubin Papier Wealth Management's XLK Position: Q2 2026 in Review

Werba Rubin Papier Wealth Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 32% in Q2 2026, selling an estimated $144K and leaving 1,783 shares worth $340K. The position accounts for 0.04% of the portfolio, ranked #199.

Werba Rubin Papier Wealth Management first reported a position in XLK in Q4 2024 and has held it in 6 quarters since. The position peaked at $349K in Q1 2026. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Werba Rubin Papier Wealth Management held 1,783 shares of State Street Technology Select Sector SPDR ETF worth $340K as of Q2 2026.
Werba Rubin Papier Wealth Management sold 845 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $144K.
State Street Technology Select Sector SPDR ETF made up 0.04% of Werba Rubin Papier Wealth Management's portfolio in Q2 2026, its #199 holding.
Werba Rubin Papier Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
Werba Rubin Papier Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $349K in Q1 2026.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.