Rialto Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Rialto Wealth 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	$623K	Buy	4,687 +2,360	+101%	+$333K	0.14%	96
2025 Q4	$335K	Sell	2,327 -1	-0%	-$144	0.08%	123
2025 Q3	$328K	Buy	2,328 +2	+0.1%	+$265	0.08%	117
2025 Q2	$295K	Hold	2,326	–	–	0.08%	123
2025 Q1	$240K	Hold	2,326	–	–	0.08%	135
2024 Q4	$270K	Buy	+2,326	New	+$271K	0.09%	128

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

Rialto Wealth Management's XLK Position: Q1 2026 in Review

Rialto Wealth Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 101% in Q1 2026, buying an estimated $333K and bringing the position to 4,687 shares worth $623K. The position accounts for 0.14% of the portfolio, ranked #96.

Rialto Wealth Management first reported a position in XLK in Q4 2024 and has held it in 6 quarters since. 2,400 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Rialto Wealth Management held 4,687 shares of State Street Technology Select Sector SPDR ETF worth $623K as of Q1 2026.
Rialto Wealth Management bought 2,360 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $333K.
State Street Technology Select Sector SPDR ETF made up 0.14% of Rialto Wealth Management's portfolio in Q1 2026, its #96 holding.
Rialto Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
2,400 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.