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

Riverpoint Wealth Management Holdings’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	$365K	Buy	1,918 +3	+0.2%	+$513	0.07%	50
2026 Q1	$255K	Buy	1,915 +2	+0.1%	+$282	0.05%	59
2025 Q4	$275K	Buy	1,913 +3	+0.2%	+$433	0.06%	55
2025 Q3	$269K	Buy	1,910 +2	+0.1%	+$265	0.06%	55
2025 Q2	$242K	Buy	+1,908	New	+$212K	0.06%	53
2023 Q1	–	Sell	-234	Closed	-$14.5K	–	123
2022 Q4	$14.5K	Buy	+234	New	+$14.9K	0.01%	88
2021 Q4	–	Sell	-3,616	Closed	-$270K	–	61
2021 Q3	$270K	Sell	3,616 -16,042	-82%	-$1.24M	0.09%	54
2021 Q2	$1.45M	Sell	19,658 -152	-0.8%	-$10.6K	0.4%	32
2021 Q1	$1.31M	Sell	19,810 -1,780	-8%	-$117K	0.4%	32
2020 Q4	$1.4M	Buy	21,590 +1,022	+5%	+$62.2K	0.44%	32
2020 Q3	$1.2M	Sell	20,568 -2,062	-9%	-$117K	0.44%	33
2020 Q2	$1.18M	Buy	22,630 +290	+1%	+$13.6K	0.46%	31
2020 Q1	$898K	Buy	22,340 +2,396	+12%	+$109K	0.44%	31
2019 Q4	$914K	Buy	19,944 +128	+0.6%	+$5.48K	0.36%	33
2019 Q3	$798K	Sell	19,816 -12,294	-38%	-$492K	0.35%	31
2019 Q2	$1.25M	Sell	32,110 -1,132	-3%	-$43.2K	0.57%	25
2019 Q1	$1.23M	Buy	33,242 +10,758	+48%	+$368K	0.59%	25
2018 Q4	$697K	Buy	22,484 +8,324	+59%	+$282K	0.39%	32
2018 Q3	$535K	Buy	14,160 +74	+0.5%	+$2.71K	0.27%	30
2018 Q2	$489K	Sell	14,086 -18,576	-57%	-$637K	0.27%	30
2018 Q1	$1.07M	Buy	32,662 +2,136	+7%	+$71.7K	0.65%	19
2017 Q4	$974K	Buy	+30,526	New	+$957K	0.61%	19

Other funds holding XLK

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

Riverpoint Wealth Management Holdings's XLK Position: Q2 2026 in Review

Riverpoint Wealth Management Holdings increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.16% in Q2 2026, buying an estimated $513 and bringing the position to 1,918 shares worth $365K. The position accounts for 0.07% of the portfolio, ranked #50.

Riverpoint Wealth Management Holdings first reported a position in XLK in Q4 2017 and has held it in 22 quarters since. The position peaked at $1.45M in Q2 2021. 1,375 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Riverpoint Wealth Management Holdings held 1,918 shares of State Street Technology Select Sector SPDR ETF worth $365K as of Q2 2026.
Riverpoint Wealth Management Holdings bought 3 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $513.
State Street Technology Select Sector SPDR ETF made up 0.07% of Riverpoint Wealth Management Holdings's portfolio in Q2 2026, its #50 holding.
Riverpoint Wealth Management Holdings first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2017 and has held it in 22 quarters since.
Riverpoint Wealth Management Holdings's State Street Technology Select Sector SPDR ETF position peaked at $1.45M in Q2 2021.
1,375 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Riverpoint Wealth Management Holdings's 13F filing for Q2 2026, filed 27 Jul 2026.