Richards, Merrill & Peterson’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Richards, Merrill & Peterson’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	$59.4K	Hold	312	–	–	0.02%	236
2026 Q1	$41.5K	Hold	312	–	–	0.02%	235
2025 Q4	$44.9K	Buy	+312	New	+$45.1K	0.02%	217
2025 Q2	–	Sell	-312	Closed	-$32.2K	–	483
2025 Q1	$32.2K	Buy	+312	New	+$35.4K	0.02%	294

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

Richards, Merrill & Peterson's XLK Position: Q2 2026 in Review

Richards, Merrill & Peterson held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 312 shares worth $59.4K. The position accounts for 0.02% of the portfolio, ranked #236.

Richards, Merrill & Peterson first reported a position in XLK in Q1 2025 and has held it in 4 quarters since. 2,654 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Richards, Merrill & Peterson held 312 shares of State Street Technology Select Sector SPDR ETF worth $59.4K as of Q2 2026.
Richards, Merrill & Peterson left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.02% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #236 holding.
Richards, Merrill & Peterson first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2025 and has held it in 4 quarters since.
2,654 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.