B. Riley Wealth Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

B. Riley Wealth Advisors’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	$11.5M	Buy	90,573 +14,704	+19%	+$2.07M	0.75%	22
2025 Q4	$10.9M	Buy	75,869 +7,829	+12%	+$1.13M	0.52%	31
2025 Q3	$9.59M	Sell	68,040 -2,190	-3%	-$290K	0.46%	38
2025 Q2	$8.89M	Buy	+70,230	New	+$7.79M	0.43%	40
2024 Q4	$19.7M	Sell	169,468 -880	-0.5%	-$102K	0.65%	21
2024 Q3	$19.1M	Buy	170,348 +7,888	+5%	+$866K	0.53%	28
2024 Q2	$18.4M	Buy	162,460 +54,564	+51%	+$5.75M	0.47%	32
2024 Q1	$8.84M	Sell	107,896 -19,174	-15%	-$1.94M	0.24%	82
2023 Q4	$12.2M	Buy	127,070 +19,174	+18%	+$1.71M	0.33%	55
2023 Q3	$8.84M	Buy	107,896 +2,852	+3%	+$245K	0.24%	82
2023 Q2	$9.13M	Sell	105,044 -31,962	-23%	-$2.52M	0.2%	97
2023 Q1	$10.3M	Sell	137,006 -2,126	-2%	-$146K	0.28%	73
2022 Q4	$8.66M	Buy	139,132 +32,714	+31%	+$2.08M	0.24%	89
2022 Q3	$6.32M	Buy	106,418 +18,740	+21%	+$1.28M	0.19%	119
2022 Q2	$5.57M	Sell	87,678 -8,920	-9%	-$621K	0.23%	96
2022 Q1	$7.68M	Sell	96,598 -6,690	-6%	-$525K	0.25%	83
2021 Q4	$8.98M	Sell	103,288 -398	-0.4%	-$32.8K	0.26%	82
2021 Q3	$7.74M	Buy	103,686 +1,534	+2%	+$118K	0.25%	86
2021 Q2	$7.54M	Buy	102,152 +10,048	+11%	+$704K	0.25%	87
2021 Q1	$6.12M	Buy	92,104 +8,158	+10%	+$539K	0.22%	105
2020 Q4	$5.46M	Sell	83,946 -40,812	-33%	-$2.49M	0.29%	79
2020 Q3	$7.04M	Buy	124,758 +43,010	+53%	+$2.43M	0.38%	65
2020 Q2	$4.27M	Sell	81,748 -2,240	-3%	-$105K	0.29%	86
2020 Q1	$3.38M	Buy	83,988 +4,374	+5%	+$200K	0.29%	81
2019 Q4	$3.65M	Buy	79,614 +440	+0.6%	+$18.8K	0.31%	75
2019 Q3	$3.19M	Buy	79,174 +5,948	+8%	+$238K	0.31%	67
2019 Q2	$2.86M	Buy	73,226 +2,526	+4%	+$96.3K	0.31%	66
2019 Q1	$2.62M	Buy	70,700 +3,818	+6%	+$131K	0.33%	61
2018 Q4	$2.07M	Buy	66,882 +2,296	+4%	+$77.7K	0.3%	75
2018 Q3	$2.43M	Buy	64,586 +740	+1%	+$27.1K	0.29%	72
2018 Q2	$2.22M	Buy	63,846 +5,738	+10%	+$197K	0.29%	77
2018 Q1	$1.9M	Sell	58,108 -56,088	-49%	-$1.88M	0.27%	96
2017 Q4	$3.65M	Buy	114,196 +14,350	+14%	+$450K	0.49%	47
2017 Q3	$2.95M	Buy	99,846 +7,968	+9%	+$230K	0.49%	46
2017 Q2	$2.51M	Sell	91,878 -4,476	-5%	-$123K	0.46%	50
2017 Q1	$2.57M	Buy	96,354 +5,744	+6%	+$148K	0.51%	47
2016 Q4	$2.19M	Sell	90,610 -10,704	-11%	-$255K	0.45%	53
2016 Q3	$1.79M	Buy	101,314 +6,220	+7%	+$145K	0.35%	65
2016 Q2	$1.56M	Buy	95,094 +2,424	+3%	+$52.6K	0.31%	72
2016 Q1	$1.52M	Sell	92,670 -6,630	-7%	-$137K	0.35%	70
2015 Q4	$2.13M	Buy	99,300 +36,400	+58%	+$784K	0.43%	56
2015 Q3	$1.24M	Buy	62,900 +4,368	+7%	+$90K	0.3%	88
2015 Q2	$1.22M	Sell	58,532 -2,200	-4%	-$47K	0.3%	82
2015 Q1	$1.26M	Sell	60,732 -23,076	-28%	-$481K	0.31%	85
2014 Q4	$8.03K	Buy	83,808 +40,696	+94%	+$825K	0.17%	133
2014 Q3	$860K	Sell	43,112 -37,402	-46%	-$741K	0.22%	116
2014 Q2	$772K	Buy	80,514 +36,464	+83%	+$675K	0.18%	126
2014 Q1	$801K	Sell	44,050 -444	-1%	-$7.93K	0.24%	102
2013 Q4	$795K	Sell	44,494 -546	-1%	-$9.25K	0.25%	93
2013 Q3	$722K	Buy	45,040 +760	+2%	+$12.1K	0.25%	97
2013 Q2	$677K	Buy	+44,280	New	+$685K	0.23%	102