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

Rappaport Reiches 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
2025 Q1	$1.48M	Sell	14,318 -1,356	-9%	-$154K	0.37%	30
2024 Q4	$1.82M	Buy	15,674 +26	+0.2%	+$3.02K	0.47%	24
2024 Q3	$1.77M	Sell	15,648 -254	-2%	-$27.9K	0.47%	26
2024 Q2	$1.8M	Buy	15,902 +2,066	+15%	+$218K	0.53%	25
2024 Q1	$1.44M	Buy	13,836 +722	+6%	+$73K	0.45%	30
2023 Q4	$1.26M	Buy	13,114 +5,024	+62%	+$447K	0.46%	28
2023 Q3	$663K	Buy	8,090 +1,366	+20%	+$117K	0.28%	40
2023 Q2	$585K	Buy	6,724 +3,218	+92%	+$254K	0.24%	42
2023 Q1	$265K	Hold	3,506	–	–	0.12%	67
2022 Q4	$218K	Hold	3,506	–	–	0.11%	70
2022 Q3	$208K	Sell	3,506 -20	-0.6%	-$1.36K	0.11%	69
2022 Q2	$224K	Buy	3,526 +20	+0.6%	+$1.39K	0.11%	69
2022 Q1	$279K	Buy	+3,506	New	+$275K	0.15%	65

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

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

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

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

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

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Rappaport Reiches Capital Management's XLK Position: Q1 2025 in Review

Rappaport Reiches Capital Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 8.7% in Q1 2025, selling an estimated $154K and leaving 14,318 shares worth $1.48M. The position accounts for 0.37% of the portfolio, ranked #30.

Rappaport Reiches Capital Management first reported a position in XLK in Q1 2022 and has held it in 13 quarters since. The position peaked at $1.82M in Q4 2024. 2,132 funds tracked by Wall St. Rank hold XLK as of Q1 2025.

Rappaport Reiches Capital Management held 14,318 shares of State Street Technology Select Sector SPDR ETF worth $1.48M as of Q1 2025.
Rappaport Reiches Capital Management sold 1,356 State Street Technology Select Sector SPDR ETF shares in Q1 2025, an estimated $154K.
State Street Technology Select Sector SPDR ETF made up 0.37% of Rappaport Reiches Capital Management's portfolio in Q1 2025, its #30 holding.
Rappaport Reiches Capital Management first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2022 and has held it in 13 quarters since.
Rappaport Reiches Capital Management's State Street Technology Select Sector SPDR ETF position peaked at $1.82M in Q4 2024.
2,132 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2025.

Based on Rappaport Reiches Capital Management's 13F filing for Q1 2025, filed 22 Apr 2025.