RiverFront Investment Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

RiverFront Investment 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	$242M	Buy	1,269,940 +11,400	+0.9%	+$1.95M	3.2%	6
2026 Q1	$167M	Buy	1,258,540 +7,992	+0.6%	+$1.13M	2.59%	12
2025 Q4	$180M	Buy	1,250,548 +910	+0.1%	+$131K	2.97%	9
2025 Q3	$176M	Buy	1,249,638 +7,314	+0.6%	+$969K	3.09%	9
2025 Q2	$157M	Sell	1,242,324 -16,272	-1%	-$1.81M	3.07%	8
2025 Q1	$130M	Buy	1,258,596 +33,628	+3%	+$3.81M	2.89%	8
2024 Q4	$142M	Buy	1,224,968 +26,666	+2%	+$3.1M	3.24%	6
2024 Q3	$135M	Buy	1,198,302 +38,992	+3%	+$4.28M	3.18%	8
2024 Q2	$131M	Buy	1,159,310 +15,254	+1%	+$1.61M	3.5%	8
2024 Q1	$119M	Buy	1,144,056 +19,598	+2%	+$1.98M	3.36%	9
2023 Q4	$108M	Sell	1,124,458 -18,916	-2%	-$1.68M	3.39%	9
2023 Q3	$93.7M	Sell	1,143,374 -40,340	-3%	-$3.46M	3.32%	9
2023 Q2	$103M	Sell	1,183,714 -13,268	-1%	-$1.05M	3.35%	9
2023 Q1	$90.4M	Sell	1,196,982 -10,144	-0.8%	-$698K	3.19%	9
2022 Q4	$5.96M	Sell	1,207,126 -14,986	-1%	-$952K	1.35%	21
2022 Q3	$77.7M	Sell	1,222,112 -39,320	-3%	-$2.68M	2.91%	11
2022 Q2	$80.2M	Buy	1,261,432 +4,530	+0.4%	+$316K	3.01%	11
2022 Q1	$99.9M	Buy	1,256,902 +24,358	+2%	+$1.91M	3.2%	9
2021 Q4	$107M	Buy	1,232,544 +22,424	+2%	+$1.85M	3.34%	9
2021 Q3	$90.3M	Sell	1,210,120 -544,724	-31%	-$42M	3.01%	9
2021 Q2	$130M	Buy	1,754,844 +10,768	+0.6%	+$754K	2.61%	11
2021 Q1	$116M	Buy	1,744,076 +18,612	+1%	+$1.23M	2.44%	11
2020 Q4	$112M	Buy	1,725,464 +30,898	+2%	+$1.88M	2.46%	12
2020 Q3	$98.9M	Buy	1,694,566 +20,402	+1%	+$1.15M	2.34%	14
2020 Q2	$87.5M	Buy	1,674,164 +39,030	+2%	+$1.84M	2.14%	15
2020 Q1	$65.7M	Buy	1,635,134 +2,428	+0.1%	+$111K	2.55%	13
2019 Q4	$74.8M	Sell	1,632,706 -21,136	-1%	-$905K	1.8%	15
2019 Q3	$66.6M	Sell	1,653,842 -13,228	-0.8%	-$529K	1.65%	16
2019 Q2	$65M	Sell	1,667,070 -37,072	-2%	-$1.41M	1.63%	18
2019 Q1	$63.1M	Buy	1,704,142 +78,430	+5%	+$2.68M	1.56%	19
2018 Q4	$50.4M	Buy	+1,625,712	New	+$55M	1.37%	23

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

RiverFront Investment Group's XLK Position: Q2 2026 in Review

RiverFront Investment Group increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.91% in Q2 2026, buying an estimated $1.95M and bringing the position to 1,269,940 shares worth $242M. The position accounts for 3.2% of the portfolio, ranked #6.

RiverFront Investment Group first reported a position in XLK in Q4 2018 and has held it in 31 quarters since. 2,662 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

RiverFront Investment Group held 1,269,940 shares of State Street Technology Select Sector SPDR ETF worth $242M as of Q2 2026.
RiverFront Investment Group bought 11,400 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $1.95M.
State Street Technology Select Sector SPDR ETF made up 3.2% of RiverFront Investment Group's portfolio in Q2 2026, its #6 holding.
RiverFront Investment Group first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2018 and has held it in 31 quarters since.
2,662 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on RiverFront Investment Group's 13F filing for Q2 2026, filed 29 Jul 2026.