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 Q3	$10.8M	Sell	55,093 -777	-1%	-$143K	4.4%	8
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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Bar Harbor Wealth Management Concord, New Hampshire $1.82B AUM 24.36% 1-Year Est. Return

Ring Mountain Capital's XLK Position: Q3 2026 in Review

Ring Mountain Capital reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 1.4% in Q3 2026, selling an estimated $143K and leaving 55,093 shares worth $10.8M. The position accounts for 4.4% of the portfolio, ranked #8.

Ring Mountain Capital first reported a position in XLK in Q4 2024 and has held it in 8 quarters since. 1,316 funds tracked by Wall St. Rank hold XLK as of Q3 2026.

Ring Mountain Capital held 55,093 shares of State Street Technology Select Sector SPDR ETF worth $10.8M as of Q3 2026.
Ring Mountain Capital sold 777 State Street Technology Select Sector SPDR ETF shares in Q3 2026, an estimated $143K.
State Street Technology Select Sector SPDR ETF made up 4.4% of Ring Mountain Capital's portfolio in Q3 2026, its #8 holding.
Ring Mountain Capital first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2024 and has held it in 8 quarters since.
1,316 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.

Based on Ring Mountain Capital's 13F filing for Q3 2026, filed 13 Oct 2026.