Richard W. Paul & Associates’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Richard W. Paul & Associates’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	$972K	Sell	5,101 -464	-8%	-$79.3K	0.3%	91
2026 Q1	$740K	Sell	5,565 -24	-0.4%	-$3.38K	0.25%	103
2025 Q4	$805K	Sell	5,589 -3,169	-36%	-$458K	0.27%	97
2025 Q3	$1.23M	Sell	8,758 -466	-5%	-$61.7K	0.42%	60
2025 Q2	$1.17M	Sell	9,224 -272	-3%	-$30.2K	0.42%	59
2025 Q1	$980K	Sell	9,496 -11,382	-55%	-$1.29M	0.38%	61
2024 Q4	$2.43M	Sell	20,878 -920	-4%	-$107K	0.88%	24
2024 Q3	$2.46M	Sell	21,798 -752	-3%	-$82.5K	0.88%	23
2024 Q2	$2.55M	Sell	22,550 -4,162	-16%	-$438K	0.98%	22
2024 Q1	$2.78M	Sell	26,712 -2,604	-9%	-$263K	1.11%	18
2023 Q4	$2.82M	Sell	29,316 -1,068	-4%	-$95.1K	1.19%	18
2023 Q3	$2.49M	Buy	30,384 +3,774	+14%	+$324K	1.14%	20
2023 Q2	$2.31M	Sell	26,610 -520	-2%	-$41K	1.01%	20
2023 Q1	$2.05M	Sell	27,130 -168	-0.6%	-$11.6K	0.94%	21
2022 Q4	$1.7M	Buy	+27,298	New	+$1.73M	0.85%	28

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 22.96% 1-Year Est. Return

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Richard W. Paul & Associates's XLK Position: Q2 2026 in Review

Richard W. Paul & Associates reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 8.3% in Q2 2026, selling an estimated $79.3K and leaving 5,101 shares worth $972K. The position accounts for 0.3% of the portfolio, ranked #91.

Richard W. Paul & Associates first reported a position in XLK in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.82M in Q4 2023. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Richard W. Paul & Associates held 5,101 shares of State Street Technology Select Sector SPDR ETF worth $972K as of Q2 2026.
Richard W. Paul & Associates sold 464 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $79.3K.
State Street Technology Select Sector SPDR ETF made up 0.3% of Richard W. Paul & Associates's portfolio in Q2 2026, its #91 holding.
Richard W. Paul & Associates first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
Richard W. Paul & Associates's State Street Technology Select Sector SPDR ETF position peaked at $2.82M in Q4 2023.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Richard W. Paul & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.