Richmond Investment Services’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Richmond Investment 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 Q2	$2.13M	Sell	11,159 -15,834	-59%	-$2.71M	0.67%	30
2026 Q1	$3.59M	Buy	26,993 +799	+3%	+$113K	0.58%	33
2025 Q4	$3.77M	Sell	26,194 -1,986	-7%	-$287K	0.65%	30
2025 Q3	$3.97M	Sell	28,180 -1,116	-4%	-$148K	0.74%	26
2025 Q2	$3.71M	Buy	29,296 +13,024	+80%	+$1.45M	0.78%	24
2025 Q1	$1.68M	Sell	16,272 -44,948	-73%	-$5.1M	0.91%	22
2024 Q4	$7.12M	Buy	+61,220	New	+$7.12M	4%	6

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

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

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

Richmond Investment Services's XLK Position: Q2 2026 in Review

Richmond Investment Services reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 59% in Q2 2026, selling an estimated $2.71M and leaving 11,159 shares worth $2.13M. The position accounts for 0.67% of the portfolio, ranked #30.

Richmond Investment Services first reported a position in XLK in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.12M in Q4 2024. 2,662 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Richmond Investment Services held 11,159 shares of State Street Technology Select Sector SPDR ETF worth $2.13M as of Q2 2026.
Richmond Investment Services sold 15,834 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $2.71M.
State Street Technology Select Sector SPDR ETF made up 0.67% of Richmond Investment Services's portfolio in Q2 2026, its #30 holding.
Richmond Investment Services first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Richmond Investment Services's State Street Technology Select Sector SPDR ETF position peaked at $7.12M in Q4 2024.
2,662 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Richmond Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.