River Wealth Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.63M | Sell |
8,566
-1,043
| -11% | -$178K | 0.17% | 86 |
|
|
2026
Q1 | $1.28M | Sell |
9,609
-962
| -9% | -$136K | 0.15% | 98 |
|
|
2025
Q4 | $1.52M | Buy |
10,571
+741
| +8% | +$107K | 0.17% | 87 |
|
|
2025
Q3 | $1.39M | Sell |
9,830
-134
| -1% | -$17.7K | 0.16% | 96 |
|
|
2025
Q2 | $1.26M | Sell |
9,964
-400
| -4% | -$44.4K | 0.16% | 102 |
|
|
2025
Q1 | $1.07M | Sell |
10,364
-154
| -1% | -$17.5K | 0.15% | 103 |
|
|
2024
Q4 | $1.22M | Sell |
10,518
-818
| -7% | -$95.2K | 0.16% | 99 |
|
|
2024
Q3 | $1.28M | Sell |
11,336
-40
| -0.4% | -$4.39K | 0.17% | 104 |
|
|
2024
Q2 | $1.29M | Sell |
11,376
-4
| -0% | -$421 | 0.18% | 97 |
|
|
2024
Q1 | $1.19M | Buy |
11,380
+1,078
| +10% | +$109K | 0.17% | 104 |
|
|
2023
Q4 | $991K | Sell |
10,302
-200
| -2% | -$17.8K | 0.16% | 110 |
|
|
2023
Q3 | $861K | Sell |
10,502
-544
| -5% | -$46.7K | 0.15% | 115 |
|
|
2023
Q2 | $960K | Sell |
11,046
-922
| -8% | -$72.7K | 0.16% | 120 |
|
|
2023
Q1 | $904K | Sell |
11,968
-802
| -6% | -$55.2K | 0.16% | 116 |
|
|
2022
Q4 | $795K | Sell |
12,770
-534
| -4% | -$33.9K | 0.15% | 119 |
|
|
2022
Q3 | $790K | Buy |
13,304
+14
| +0.1% | +$955 | 0.17% | 115 |
|
|
2022
Q2 | $845K | Buy |
13,290
+608
| +5% | +$42.4K | 0.16% | 122 |
|
|
2022
Q1 | $1.01M | Buy |
12,682
+330
| +3% | +$25.9K | 0.16% | 119 |
|
|
2021
Q4 | $1.07M | Buy |
12,352
+494
| +4% | +$40.7K | 0.17% | 116 |
|
|
2021
Q3 | $885K | Sell |
11,858
-106
| -0.9% | -$8.18K | 0.15% | 117 |
|
|
2021
Q2 | $883K | Sell |
11,964
-64
| -0.5% | -$4.48K | 0.15% | 119 |
|
|
2021
Q1 | $799K | Sell |
12,028
-2
| -0% | -$132 | 0.15% | 121 |
|
|
2020
Q4 | $782K | Sell |
12,030
-342
| -3% | -$20.8K | 0.17% | 115 |
|
|
2020
Q3 | $722K | Sell |
12,372
-408
| -3% | -$23.1K | 0.19% | 110 |
|
|
2020
Q2 | $668K | Hold |
12,780
| – | – | 0.2% | 106 |
|
|
2020
Q1 | $514K | Hold |
12,780
| – | – | 0.21% | 105 |
|
|
2019
Q4 | $586K | Sell |
12,780
-184
| -1% | -$7.88K | 0.2% | 102 |
|
|
2019
Q3 | $522K | Buy |
12,964
+90
| +0.7% | +$3.6K | 0.2% | 107 |
|
|
2019
Q2 | $502K | Buy |
12,874
+6,220
| +93% | +$237K | 0.2% | 109 |
|
|
2019
Q1 | $246K | Hold |
6,654
| – | – | 0.1% | 143 |
|
|
2018
Q4 | $206K | Buy |
6,654
+284
| +4% | +$9.61K | 0.09% | 148 |
|
|
2018
Q3 | $240K | Sell |
6,370
-498
| -7% | -$18.3K | 0.09% | 153 |
|
|
2018
Q2 | $239K | Buy |
6,868
+284
| +4% | +$9.74K | 0.09% | 152 |
|
|
2018
Q1 | $215K | Buy |
+6,584
| New | +$221K | 0.09% | 158 |
|
Other funds holding XLK
APTFM
River Wealth Advisors's XLK Position: Q2 2026 in Review
River Wealth Advisors reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 11% in Q2 2026, selling an estimated $178K and leaving 8,566 shares worth $1.63M. The position accounts for 0.17% of the portfolio, ranked #86.
River Wealth Advisors first reported a position in XLK in Q1 2018 and has held it in 34 quarters since. 2,667 funds tracked by Wall St. Rank hold XLK as of Q2 2026.
- River Wealth Advisors held 8,566 shares of State Street Technology Select Sector SPDR ETF worth $1.63M as of Q2 2026.
- River Wealth Advisors sold 1,043 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $178K.
- State Street Technology Select Sector SPDR ETF made up 0.17% of River Wealth Advisors's portfolio in Q2 2026, its #86 holding.
- River Wealth Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2018 and has held it in 34 quarters since.
- 2,667 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.
Based on River Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.