Risk Paradigm Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Risk Paradigm Group’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	$3.24M	Sell	17,028 -2,298	-12%	-$393K	2.54%	12
2026 Q1	$2.57M	Buy	19,326 +303	+2%	+$42.7K	2.19%	20
2025 Q4	$2.74M	Buy	+19,023	New	+$2.75M	2.64%	17
2017 Q4	–	Sell	-682	Closed	-$20.2K	–	273
2017 Q3	$20.2K	Buy	+682	New	+$19.6K	0.02%	195
2016 Q1	–	Sell	-59,662	Closed	-$1.28M	–	252
2015 Q4	$1.28M	Buy	59,662 +59,154	+11,644%	+$1.27M	1.51%	27
2015 Q3	$10K	Sell	508 -74,068	-99%	-$1.53M	0.02%	210
2015 Q2	$1.54M	Sell	74,576 -8,756	-11%	-$187K	1.47%	26
2015 Q1	$1.73M	Buy	+83,332	New	+$1.74M	1.69%	25

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

Risk Paradigm Group's XLK Position: Q2 2026 in Review

Risk Paradigm Group reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 12% in Q2 2026, selling an estimated $393K and leaving 17,028 shares worth $3.24M. The position accounts for 2.54% of the portfolio, ranked #12.

Risk Paradigm Group first reported a position in XLK in Q1 2015 and has held it in 8 quarters since. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Risk Paradigm Group held 17,028 shares of State Street Technology Select Sector SPDR ETF worth $3.24M as of Q2 2026.
Risk Paradigm Group sold 2,298 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $393K.
State Street Technology Select Sector SPDR ETF made up 2.54% of Risk Paradigm Group's portfolio in Q2 2026, its #12 holding.
Risk Paradigm Group first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2015 and has held it in 8 quarters since.
2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Risk Paradigm Group's 13F filing for Q2 2026, filed 5 Aug 2026.