Ridgewood Investments’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Ridgewood Investments’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 Q3	$652K	Sell	3,330 -948	-22%	-$175K	0.24%	123
2026 Q2	$815K	Sell	4,278 -81	-2%	-$13.8K	0.31%	106
2026 Q1	$579K	Buy	+4,359	New	+$614K	0.24%	125
2025 Q3	$487K	Buy	4,432 +1,402	+46%	+$186K	0.21%	130
2025 Q2	$384K	Buy	3,030 +1,026	+51%	+$114K	0.17%	144
2025 Q1	$207K	Buy	2,004 +896	+81%	+$102K	0.1%	180
2024 Q4	$129K	Buy	1,108 +400	+56%	+$46.5K	0.06%	213
2024 Q3	$79.9K	Buy	708 +488	+222%	+$53.6K	0.04%	256
2024 Q2	$24.9K	Buy	+220	New	+$23.2K	0.01%	420
2023 Q3	–	Sell	-264	Closed	-$22.9K	–	796
2023 Q2	$22.9K	Hold	264	–	–	0.01%	430
2023 Q1	$19.9K	Buy	+264	New	+$18.2K	0.01%	459

Other funds holding XLK

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Ridgewood Investments's XLK Position: Q3 2026 in Review

Ridgewood Investments reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 22% in Q3 2026, selling an estimated $175K and leaving 3,330 shares worth $652K. The position accounts for 0.24% of the portfolio, ranked #123.

Ridgewood Investments first reported a position in XLK in Q1 2023 and has held it in 11 quarters since. The position peaked at $815K in Q2 2026. 151 funds tracked by Wall St. Rank hold XLK as of Q3 2026.

Ridgewood Investments held 3,330 shares of State Street Technology Select Sector SPDR ETF worth $652K as of Q3 2026.
Ridgewood Investments sold 948 State Street Technology Select Sector SPDR ETF shares in Q3 2026, an estimated $175K.
State Street Technology Select Sector SPDR ETF made up 0.24% of Ridgewood Investments's portfolio in Q3 2026, its #123 holding.
Ridgewood Investments first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2023 and has held it in 11 quarters since.
Ridgewood Investments's State Street Technology Select Sector SPDR ETF position peaked at $815K in Q2 2026.
151 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.

Based on Ridgewood Investments's 13F filing for Q3 2026, filed 5 Oct 2026.