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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Richmond Investment Services's XLK Position: Q1 2026 in Review

Richmond Investment Services increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 3.1% in Q1 2026, buying an estimated $113K and bringing the position to 26,993 shares worth $3.59M. The position accounts for 0.58% of the portfolio, ranked #33.

Richmond Investment Services first reported a position in XLK in Q4 2024 and has held it in 6 quarters since. The position peaked at $7.12M in Q4 2024. 2,402 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

  • Richmond Investment Services held 26,993 shares of State Street Technology Select Sector SPDR ETF worth $3.59M as of Q1 2026.
  • Richmond Investment Services bought 799 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $113K.
  • State Street Technology Select Sector SPDR ETF made up 0.58% of Richmond Investment Services's portfolio in Q1 2026, its #33 holding.
  • Richmond Investment Services first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
  • Richmond Investment Services's State Street Technology Select Sector SPDR ETF position peaked at $7.12M in Q4 2024.
  • 2,402 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Richmond Investment Services's 13F filing for Q1 2026, filed 29 Apr 2026.