BRWA
XLK icon

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
Q2 		$37.1K Buy
+200
New +$34.2K ﹤0.01% 877

Other funds holding XLK

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Cambridge Investment Research Advisors
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
GC
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
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

B. Riley Wealth Advisors's XLK Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 12% in Q2 2026, buying an estimated $1.87M and bringing the position to 101,529 shares worth $18.8M. The position accounts for 1.01% of the portfolio, ranked #18.

B. Riley Wealth Advisors first reported a position in XLK in Q2 2013 and has held it in 52 quarters since. The position peaked at $19.7M in Q4 2024. 1,047 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • B. Riley Wealth Advisors held 101,529 shares of State Street Technology Select Sector SPDR ETF worth $18.8M as of Q2 2026.
  • B. Riley Wealth Advisors bought 10,956 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $1.87M.
  • State Street Technology Select Sector SPDR ETF made up 1.01% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #18 holding.
  • B. Riley Wealth Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2013 and has held it in 52 quarters since.
  • B. Riley Wealth Advisors's State Street Technology Select Sector SPDR ETF position peaked at $19.7M in Q4 2024.
  • 1,047 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.