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 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

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

Risk Paradigm Group's XLK Position: Q1 2026 in Review

Risk Paradigm Group increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 1.6% in Q1 2026, buying an estimated $42.7K and bringing the position to 19,326 shares worth $2.57M. The position accounts for 2.19% of the portfolio, ranked #20.

Risk Paradigm Group first reported a position in XLK in Q1 2015 and has held it in 7 quarters since. The position peaked at $2.74M in Q4 2025. 2,400 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Risk Paradigm Group held 19,326 shares of State Street Technology Select Sector SPDR ETF worth $2.57M as of Q1 2026.
Risk Paradigm Group bought 303 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $42.7K.
State Street Technology Select Sector SPDR ETF made up 2.19% of Risk Paradigm Group's portfolio in Q1 2026, its #20 holding.
Risk Paradigm Group first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2015 and has held it in 7 quarters since.
Risk Paradigm Group's State Street Technology Select Sector SPDR ETF position peaked at $2.74M 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 Risk Paradigm Group's 13F filing for Q1 2026, filed 14 May 2026.