Ritholtz Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Ritholtz Wealth Management’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	$1.87M	Sell	14,042 -55	-0.4%	-$7.75K	0.03%	386
2025 Q4	$2.03M	Sell	14,097 -155	-1%	-$22.4K	0.04%	345
2025 Q3	$2.01M	Sell	14,252 -3,384	-19%	-$448K	0.04%	328
2025 Q2	$2.23M	Buy	17,636 +7,300	+71%	+$810K	0.05%	268
2025 Q1	$1.07M	Buy	10,336 +240	+2%	+$27.2K	0.03%	387
2024 Q4	$1.17M	Sell	10,096 -36	-0.4%	-$4.19K	0.03%	325
2024 Q3	$1.14M	Sell	10,132 -1,072	-10%	-$118K	0.03%	345
2024 Q2	$1.27M	Buy	11,204 +1,790	+19%	+$188K	0.04%	293
2024 Q1	$980K	Sell	9,414 -1,064	-10%	-$108K	0.03%	363
2023 Q4	$1.01M	Buy	10,478 +2,272	+28%	+$202K	0.04%	314
2023 Q3	$673K	Buy	8,206 +1,334	+19%	+$114K	0.03%	387
2023 Q2	$597K	Sell	6,872 -86	-1%	-$6.78K	0.03%	390
2023 Q1	$525K	Sell	6,958 -70	-1%	-$4.82K	0.03%	387
2022 Q4	$437K	Sell	7,028 -2,864	-29%	-$182K	0.02%	388
2022 Q3	$588K	Buy	9,892 +4,552	+85%	+$311K	0.03%	356
2022 Q2	$339K	Sell	5,340 -142	-3%	-$9.89K	0.02%	393
2022 Q1	$436K	Buy	5,482 +182	+3%	+$14.3K	0.03%	330
2021 Q4	$461K	Buy	5,300 +2,582	+95%	+$213K	0.03%	321
2021 Q3	$203K	Buy	+2,718	New	+$210K	0.01%	468
2021 Q2	–	Sell	-3,152	Closed	-$209K	–	567
2021 Q1	$209K	Buy	+3,152	New	+$208K	0.02%	395
2020 Q3	–	Sell	-6,110	Closed	-$319K	–	349
2020 Q2	$319K	Buy	+6,110	New	+$287K	0.04%	168

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

Ritholtz Wealth Management's XLK Position: Q1 2026 in Review

Ritholtz Wealth Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.39% in Q1 2026, selling an estimated $7.75K and leaving 14,042 shares worth $1.87M. The position accounts for 0.03% of the portfolio, ranked #386.

Ritholtz Wealth Management first reported a position in XLK in Q2 2020 and has held it in 21 quarters since. The position peaked at $2.23M in Q2 2025. 2,399 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Ritholtz Wealth Management held 14,042 shares of State Street Technology Select Sector SPDR ETF worth $1.87M as of Q1 2026.
Ritholtz Wealth Management sold 55 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $7.75K.
State Street Technology Select Sector SPDR ETF made up 0.03% of Ritholtz Wealth Management's portfolio in Q1 2026, its #386 holding.
Ritholtz Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2020 and has held it in 21 quarters since.
Ritholtz Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $2.23M in Q2 2025.
2,399 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.