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

B. Riley 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
2022 Q2	$2.63M	Sell	41,352 -2,142	-5%	-$149K	0.27%	74
2022 Q1	$3.46M	Sell	43,494 -1,714	-4%	-$135K	0.27%	91
2021 Q4	$3.93M	Sell	45,208 -292	-0.6%	-$24K	0.27%	89
2021 Q3	$3.4M	Sell	45,500 -776	-2%	-$59.9K	0.26%	91
2021 Q2	$3.42M	Sell	46,276 -762	-2%	-$53.4K	0.38%	64
2021 Q1	$3.12M	Sell	47,038 -5,060	-10%	-$334K	0.37%	73
2020 Q4	$3.39M	Sell	52,098 -5,950	-10%	-$362K	0.44%	59
2020 Q3	$3.39M	Buy	58,048 +2,054	+4%	+$116K	0.4%	65
2020 Q2	$2.93M	Sell	55,994 -9,172	-14%	-$431K	0.32%	77
2020 Q1	$2.62M	Buy	65,166 +20,630	+46%	+$942K	0.28%	90
2019 Q4	$2.04M	Buy	44,536 +27,386	+160%	+$1.17M	0.31%	75
2019 Q3	$691K	Sell	17,150 -7,140	-29%	-$286K	0.12%	168
2019 Q2	$948K	Sell	24,290 -4,928	-17%	-$188K	0.15%	138
2019 Q1	$1.08M	Buy	29,218 +3,560	+14%	+$122K	0.19%	127
2018 Q4	$795K	Buy	25,658 +1,808	+8%	+$61.2K	0.17%	135
2018 Q3	$898K	Buy	+23,850	New	+$875K	0.22%	106
2016 Q1	$465K	Sell	20,984 -9,496	-31%	-$196K	0.7%	48
2015 Q4	$652K	Buy	30,480 +5,662	+23%	+$122K	0.83%	32
2015 Q3	$490K	Sell	24,818 -10,246	-29%	-$211K	0.69%	39
2015 Q2	$725K	Sell	35,064 -12,362	-26%	-$264K	0.58%	34
2015 Q1	$982K	Buy	47,426 +6,880	+17%	+$143K	0.74%	23
2014 Q4	$838K	Buy	40,546 +40,446	+40,446%	+$820K	0.69%	27
2014 Q3	$2K	Sell	100 -6,204	-98%	-$123K	﹤0.01%	999
2014 Q2	$120K	Buy	6,304 +760	+14%	+$14.1K	0.08%	319
2014 Q1	$101K	Buy	+5,544	New	+$99K	0.07%	311

Other funds holding XLK

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

B. Riley Wealth Management's XLK Position: Q2 2022 in Review

B. Riley Wealth Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 4.9% in Q2 2022, selling an estimated $149K and leaving 41,352 shares worth $2.63M. The position accounts for 0.27% of the portfolio, ranked #74.

B. Riley Wealth Management first reported a position in XLK in Q1 2014 and has held it in 25 quarters since. The position peaked at $3.93M in Q4 2021. 1,491 funds tracked by Wall St. Rank hold XLK as of Q2 2022.

B. Riley Wealth Management held 41,352 shares of State Street Technology Select Sector SPDR ETF worth $2.63M as of Q2 2022.
B. Riley Wealth Management sold 2,142 State Street Technology Select Sector SPDR ETF shares in Q2 2022, an estimated $149K.
State Street Technology Select Sector SPDR ETF made up 0.27% of B. Riley Wealth Management's portfolio in Q2 2022, its #74 holding.
B. Riley Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2014 and has held it in 25 quarters since.
B. Riley Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $3.93M in Q4 2021.
1,491 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.