Richardson Financial Services’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Richardson Financial Services’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	$411K	Sell	3,089 -2,964	-49%	-$418K	0.26%	92
2025 Q4	$871K	Buy	+6,053	New	+$874K	0.28%	47
2025 Q3	–	Sell	-130	Closed	-$16.3K	–	594
2025 Q2	$16.3K	Sell	130 -8,808	-99%	-$977K	0.01%	352
2025 Q1	$923K	Buy	+8,938	New	+$1.01M	0.7%	33
2024 Q4	–	Sell	-8,562	Closed	-$968K	–	660
2024 Q3	$968K	Hold	8,562	–	–	0.62%	41
2024 Q2	$968K	Sell	8,562 -566	-6%	-$59.6K	0.7%	36
2024 Q1	$951K	Sell	9,128 -244	-3%	-$24.7K	0.67%	41
2023 Q4	$902K	Buy	+9,372	New	+$834K	0.79%	32

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

Richardson Financial Services's XLK Position: Q1 2026 in Review

Richardson Financial Services reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 49% in Q1 2026, selling an estimated $418K and leaving 3,089 shares worth $411K. The position accounts for 0.26% of the portfolio, ranked #92.

Richardson Financial Services first reported a position in XLK in Q4 2023 and has held it in 8 quarters since. The position peaked at $968K in Q3 2024. 2,400 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Richardson Financial Services held 3,089 shares of State Street Technology Select Sector SPDR ETF worth $411K as of Q1 2026.
Richardson Financial Services sold 2,964 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $418K.
State Street Technology Select Sector SPDR ETF made up 0.26% of Richardson Financial Services's portfolio in Q1 2026, its #92 holding.
Richardson Financial Services first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2023 and has held it in 8 quarters since.
Richardson Financial Services's State Street Technology Select Sector SPDR ETF position peaked at $968K in Q3 2024.
2,400 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.