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Retirement Income Solutions’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Retirement Income Solutions’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 		$3.08M Hold
23,178
– – 0.53% 27
2026
Q1 		$3.08M Hold
23,178
– – 0.53% 28
2025
Q4 		$3.34M Sell
23,178
-1,250
-5% -$181K 0.57% 26
2025
Q3 		$3.44M Hold
24,428
– – 0.59% 24
2025
Q2 		$3.09M Sell
24,428
-518
-2% -$57.5K 0.57% 25
2025
Q1 		$2.58M Sell
24,946
-454
-2% -$51.5K 0.54% 24
2024
Q4 		$2.95M Hold
25,400
– – 0.6% 22
2024
Q3 		$2.87M Sell
25,400
-256
-1% -$28.1K 0.66% 22
2024
Q2 		$2.9M Buy
25,656
+280
+1% +$29.5K 0.7% 23
2024
Q1 		$2.64M Sell
25,376
-3,926
-13% -$397K 0.6% 24
2023
Q4 		$2.82M Buy
29,302
+1,218
+4% +$108K 0.7% 24
2023
Q3 		$2.3M Buy
28,084
+550
+2% +$47.2K 0.64% 25
2023
Q2 		$2.39M Sell
27,534
-342
-1% -$27K 0.64% 25
2023
Q1 		$2.1M Buy
27,876
+6,918
+33% +$476K 0.61% 24
2022
Q4 		$1.3M Buy
20,958
+1,542
+8% +$97.9K 0.41% 31
2022
Q3 		$1.18M Buy
19,416
+474
+3% +$32.3K 0.42% 32
2022
Q2 		$1.2M Buy
18,942
+2,122
+13% +$148K 0.43% 32
2022
Q1 		$1.34M Sell
16,820
-3,890
-19% -$305K 0.37% 30
2021
Q4 		$1.8M Hold
20,710
– – 0.48% 25
2021
Q3 		$1.55M Hold
20,710
– – 0.52% 26
2021
Q2 		$1.53M Hold
20,710
– – 0.52% 27
2021
Q1 		$1.38M Hold
20,710
– – 0.47% 29
2020
Q4 		$1.35M Sell
20,710
-306
-1% -$18.6K 0.49% 28
2020
Q3 		$1.23M Sell
21,016
-378
-2% -$21.4K 0.54% 28
2020
Q2 		$1.12M Buy
21,394
+8,446
+65% +$397K 0.47% 28
2020
Q1 		$520K Buy
12,948
+7,752
+149% +$354K 0.29% 40
2019
Q4 		$238K Hold
5,196
– – 0.1% 67
2019
Q3 		$209K Hold
5,196
– – 0.11% 69
2019
Q2 		$203K Buy
+5,196
New +$198K 0.11% 62

Other funds holding XLK

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Retirement Income Solutions's XLK Position: Q2 2026 in Review

Retirement Income Solutions held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 23,178 shares worth $3.08M. The position accounts for 0.53% of the portfolio, ranked #27.

Retirement Income Solutions first reported a position in XLK in Q2 2019 and has held it in 29 quarters since. The position peaked at $3.44M in Q3 2025. 2,654 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Retirement Income Solutions held 23,178 shares of State Street Technology Select Sector SPDR ETF worth $3.08M as of Q2 2026.
  • Retirement Income Solutions left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Technology Select Sector SPDR ETF made up 0.53% of Retirement Income Solutions's portfolio in Q2 2026, its #27 holding.
  • Retirement Income Solutions first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2019 and has held it in 29 quarters since.
  • Retirement Income Solutions's State Street Technology Select Sector SPDR ETF position peaked at $3.44M in Q3 2025.
  • 2,654 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Retirement Income Solutions's 13F filing for Q2 2026, filed 3 Aug 2026.