RFP Financial Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

RFP Financial Group’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	$346K	Buy	+1,815	New	+$310K	0.15%	53
2024 Q3	–	Sell	-1,408	Closed	-$159K	–	816
2024 Q2	$159K	Sell	1,408 -26	-2%	-$2.74K	0.06%	123
2024 Q1	$149K	Sell	1,434 -70	-5%	-$7.08K	0.06%	113
2023 Q4	$145K	Buy	1,504 +2	+0.1%	+$178	0.06%	112
2023 Q3	$123K	Buy	1,502 +4	+0.3%	+$343	0.05%	117
2023 Q2	$130K	Buy	+1,498	New	+$118K	0.05%	124

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 22.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

RFP Financial Group's XLK Position: Q2 2026 in Review

RFP Financial Group opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q2 2026: 1,815 shares worth $346K. The stake represents 0.15% of the portfolio and ranks #53 among its holdings. This is a return to the name: RFP Financial Group previously reported a position in XLK as recently as Q2 2024.

RFP Financial Group first reported a position in XLK in Q2 2023 and has held it in 6 quarters since. 2,671 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

RFP Financial Group held 1,815 shares of State Street Technology Select Sector SPDR ETF worth $346K as of Q2 2026.
State Street Technology Select Sector SPDR ETF was a new RFP Financial Group position in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.15% of RFP Financial Group's portfolio in Q2 2026, its #53 holding.
RFP Financial Group first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2023 and has held it in 6 quarters since.
2,671 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on RFP Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.