Ridgecrest Wealth Partners’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Ridgecrest Wealth Partners’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	$342K	Hold	2,570	–	–	0.19%	69
2025 Q4	$370K	Hold	2,570	–	–	0.2%	67
2025 Q3	$362K	Hold	2,570	–	–	0.16%	77
2025 Q2	$325K	Sell	2,570 -40	-2%	-$4.44K	0.17%	76
2025 Q1	$269K	Hold	2,610	–	–	0.14%	91
2024 Q4	$303K	Hold	2,610	–	–	0.16%	76
2024 Q3	$295K	Hold	2,610	–	–	0.15%	86
2024 Q2	$295K	Buy	2,610 +40	+2%	+$4.21K	0.18%	83
2024 Q1	$268K	Buy	2,570 +30	+1%	+$3.03K	0.16%	88
2023 Q4	$244K	Buy	2,540 +70	+3%	+$6.23K	0.16%	88
2023 Q3	$202K	Hold	2,470	–	–	0.14%	91
2023 Q2	$215K	Buy	+2,470	New	+$195K	0.14%	93

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

Ridgecrest Wealth Partners's XLK Position: Q1 2026 in Review

Ridgecrest Wealth Partners held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q1 2026 at 2,570 shares worth $342K. The position accounts for 0.19% of the portfolio, ranked #69.

Ridgecrest Wealth Partners first reported a position in XLK in Q2 2023 and has held it in 12 quarters since. The position peaked at $370K in Q4 2025. 2,400 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Ridgecrest Wealth Partners held 2,570 shares of State Street Technology Select Sector SPDR ETF worth $342K as of Q1 2026.
Ridgecrest Wealth Partners left its State Street Technology Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Technology Select Sector SPDR ETF made up 0.19% of Ridgecrest Wealth Partners's portfolio in Q1 2026, its #69 holding.
Ridgecrest Wealth Partners first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2023 and has held it in 12 quarters since.
Ridgecrest Wealth Partners's State Street Technology Select Sector SPDR ETF position peaked at $370K in Q4 2025.
2,400 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Ridgecrest Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.