Dale Q Rice Investment Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Dale Q Rice Investment 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	$1.24M	Sell	6,521 -70	-1%	-$12K	0.67%	20
2026 Q1	$876K	Sell	6,591 -25	-0.4%	-$3.52K	0.66%	23
2025 Q4	$952K	Sell	6,616 -818	-11%	-$118K	0.68%	21
2025 Q3	$1.08M	Sell	7,434 -10	-0.1%	-$1.32K	0.76%	19
2025 Q2	$963K	Sell	7,444 -4,976	-40%	-$552K	0.8%	19
2025 Q1	$1.28M	Sell	12,420 -444	-3%	-$50.3K	0.66%	25
2024 Q4	$1.5M	Buy	+12,864	New	+$1.5M	0.66%	24

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

Dale Q Rice Investment Management's XLK Position: Q2 2026 in Review

Dale Q Rice Investment Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 1.1% in Q2 2026, selling an estimated $12K and leaving 6,521 shares worth $1.24M. The position accounts for 0.67% of the portfolio, ranked #20.

Dale Q Rice Investment Management first reported a position in XLK in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.5M in Q4 2024. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Dale Q Rice Investment Management held 6,521 shares of State Street Technology Select Sector SPDR ETF worth $1.24M as of Q2 2026.
Dale Q Rice Investment Management sold 70 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $12K.
State Street Technology Select Sector SPDR ETF made up 0.67% of Dale Q Rice Investment Management's portfolio in Q2 2026, its #20 holding.
Dale Q Rice Investment Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Dale Q Rice Investment Management's State Street Technology Select Sector SPDR ETF position peaked at $1.5M in Q4 2024.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Dale Q Rice Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.