Rice Partnership’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Rice Partnership’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	$554K	Buy	4,169 +700	+20%	+$98.6K	0.08%	82
2025 Q4	$499K	Buy	3,469 +323	+10%	+$46.6K	0.07%	78
2025 Q3	$443K	Hold	3,146	–	–	0.06%	78
2025 Q2	$398K	Buy	3,146 +400	+15%	+$44.4K	0.07%	82
2025 Q1	$283K	Hold	2,746	–	–	0.06%	88
2024 Q4	$319K	Sell	2,746 -200	-7%	-$23.3K	0.06%	87
2024 Q3	$332K	Buy	2,946 +200	+7%	+$22K	0.07%	82
2024 Q2	$311K	Hold	2,746	–	–	0.07%	81
2024 Q1	$286K	Hold	2,746	–	–	0.07%	85
2023 Q4	$264K	Hold	2,746	–	–	0.07%	84
2023 Q3	$225K	Sell	2,746 -980	-26%	-$84K	0.06%	90
2023 Q2	$324K	Buy	+3,726	New	+$294K	0.09%	86
2022 Q1	–	Sell	-92	Closed	-$8K	–	152
2021 Q4	$8K	Buy	+92	New	+$7.58K	﹤0.01%	135
2021 Q3	–	Sell	-410	Closed	-$30K	–	138
2021 Q2	$30K	Hold	410	–	–	0.01%	114
2021 Q1	$27K	Hold	410	–	–	0.01%	101
2020 Q4	$27K	Sell	410 -400	-49%	-$24.4K	0.01%	105
2020 Q3	$47K	Hold	810	–	–	0.02%	82
2020 Q2	$42K	Sell	810 -140	-15%	-$6.59K	0.02%	74
2020 Q1	$38K	Buy	950 +810	+579%	+$37K	0.03%	79
2019 Q4	$6K	Buy	+140	New	+$5.99K	﹤0.01%	97
2019 Q3	–	Sell	-140	Closed	-$5K	–	122
2019 Q2	$5K	Buy	+140	New	+$5.34K	﹤0.01%	99

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

Rice Partnership's XLK Position: Q1 2026 in Review

Rice Partnership increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 20% in Q1 2026, buying an estimated $98.6K and bringing the position to 4,169 shares worth $554K. The position accounts for 0.08% of the portfolio, ranked #82.

Rice Partnership first reported a position in XLK in Q2 2019 and has held it in 21 quarters since. 2,400 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Rice Partnership held 4,169 shares of State Street Technology Select Sector SPDR ETF worth $554K as of Q1 2026.
Rice Partnership bought 700 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $98.6K.
State Street Technology Select Sector SPDR ETF made up 0.08% of Rice Partnership's portfolio in Q1 2026, its #82 holding.
Rice Partnership first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2019 and has held it in 21 quarters since.
2,400 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Rice Partnership's 13F filing for Q1 2026, filed 7 May 2026.