River Wealth Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

River Wealth Advisors’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	$1.28M	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

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

River Wealth Advisors's XLK Position: Q1 2026 in Review

River Wealth Advisors reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 9.1% in Q1 2026, selling an estimated $136K and leaving 9,609 shares worth $1.28M. The position accounts for 0.15% of the portfolio, ranked #98.

River Wealth Advisors first reported a position in XLK in Q1 2018 and has held it in 33 quarters since. The position peaked at $1.52M in Q4 2025. 2,403 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

River Wealth Advisors held 9,609 shares of State Street Technology Select Sector SPDR ETF worth $1.28M as of Q1 2026.
River Wealth Advisors sold 962 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $136K.
State Street Technology Select Sector SPDR ETF made up 0.15% of River Wealth Advisors's portfolio in Q1 2026, its #98 holding.
River Wealth Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2018 and has held it in 33 quarters since.
River Wealth Advisors's State Street Technology Select Sector SPDR ETF position peaked at $1.52M in Q4 2025.
2,403 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on River Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.