Ring Mountain Capital’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Ring Mountain Capital’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	$10.6M	Sell	55,870 -64	-0.1%	-$10.9K	4.47%	6
2026 Q1	$7.43M	Buy	55,934 +637	+1%	+$89.8K	4.07%	9
2025 Q4	$8.05M	Buy	55,297 +5,673	+11%	+$819K	4.13%	9
2025 Q3	$6.99M	Buy	49,624 +3,150	+7%	+$417K	3.87%	9
2025 Q2	$6.06M	Buy	46,474 +5,558	+14%	+$617K	3.69%	8
2025 Q1	$4.22M	Buy	40,916 +7,756	+23%	+$879K	3.17%	10
2024 Q4	$3.86M	Buy	+33,160	New	+$3.86M	2.58%	11

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

Ring Mountain Capital's XLK Position: Q2 2026 in Review

Ring Mountain Capital reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.11% in Q2 2026, selling an estimated $10.9K and leaving 55,870 shares worth $10.6M. The position accounts for 4.47% of the portfolio, ranked #6.

Ring Mountain Capital first reported a position in XLK in Q4 2024 and has held it in 7 quarters since. 2,668 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Ring Mountain Capital held 55,870 shares of State Street Technology Select Sector SPDR ETF worth $10.6M as of Q2 2026.
Ring Mountain Capital sold 64 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $10.9K.
State Street Technology Select Sector SPDR ETF made up 4.47% of Ring Mountain Capital's portfolio in Q2 2026, its #6 holding.
Ring Mountain Capital first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
2,668 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Ring Mountain Capital's 13F filing for Q2 2026, filed 11 Aug 2026.