Raleigh Capital Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Raleigh Capital 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 Q1	–	Hold	0	–	–	–	674
2025 Q4	–	Sell	-5,572	Closed	-$805K	–	472
2025 Q3	$785K	Buy	5,572 +5,570	+278,500%	+$738K	0.3%	90
2025 Q2	$132	Hold	2	–	–	﹤0.01%	590
2025 Q1	$108	Sell	2 -278	-99%	-$31.5K	﹤0.01%	535
2024 Q4	$32.6K	Hold	280	–	–	0.01%	373
2024 Q3	$31.7K	Buy	280 +58	+26%	+$6.37K	0.01%	376
2024 Q2	$25.2K	Sell	222 -12,792	-98%	-$1.35M	0.01%	397
2024 Q1	$1.36M	Buy	13,014 +12,826	+6,822%	+$1.3M	0.58%	55
2023 Q4	$18.1K	Hold	188	–	–	0.01%	464
2023 Q3	$15.4K	Sell	188 -15,528	-99%	-$1.33M	0.01%	432
2023 Q2	$1.37M	Buy	15,716 +14,474	+1,165%	+$1.14M	0.68%	50
2023 Q1	$93.8K	Buy	1,242 +808	+186%	+$55.6K	0.05%	217
2022 Q4	$27K	Sell	434 -86	-17%	-$5.46K	0.01%	283
2022 Q3	$31K	Buy	520 +86	+20%	+$5.87K	0.02%	260
2022 Q2	$28K	Sell	434 -14	-3%	-$975	0.02%	279
2022 Q1	$36K	Sell	448 -18,776	-98%	-$1.47M	0.02%	264
2021 Q4	$1.67M	Buy	+19,224	New	+$1.58M	1.71%	15

Other funds holding XLK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Raleigh Capital Management's XLK Position: Q1 2026 in Review

Raleigh Capital Management held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q1 2026 at 0 shares worth $60. The position accounts for ﹤0.01% of the portfolio, ranked #674.

Raleigh Capital Management first reported a position in XLK in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.67M in Q4 2021. 2,400 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Raleigh Capital Management held 0 shares of State Street Technology Select Sector SPDR ETF worth $60 as of Q1 2026.
Raleigh Capital Management left its State Street Technology Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Technology Select Sector SPDR ETF made up ﹤0.01% of Raleigh Capital Management's portfolio in Q1 2026, its #674 holding.
Raleigh Capital Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and has held it in 16 quarters since.
Raleigh Capital Management's State Street Technology Select Sector SPDR ETF position peaked at $1.67M in Q4 2021.
2,400 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Raleigh Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.