Ruggaard & Associates’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Ruggaard & Associates’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	$431K	Hold	3,246	–	–	0.17%	73
2025 Q4	$467K	Hold	3,246	–	–	0.18%	72
2025 Q3	$457K	Hold	3,246	–	–	0.17%	72
2025 Q2	$411K	Hold	3,246	–	–	0.17%	74
2025 Q1	$335K	Hold	3,246	–	–	0.15%	86
2024 Q4	$377K	Hold	3,246	–	–	0.17%	77
2024 Q3	$366K	Hold	3,246	–	–	0.16%	86
2024 Q2	$367K	Hold	3,246	–	–	0.17%	80
2024 Q1	$338K	Hold	3,246	–	–	0.16%	88
2023 Q4	$312K	Hold	3,246	–	–	0.17%	85
2023 Q3	$266K	Hold	3,246	–	–	0.16%	88
2023 Q2	$282K	Hold	3,246	–	–	0.17%	87
2023 Q1	$245K	Buy	+3,246	New	+$223K	0.15%	90

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

Ruggaard & Associates's XLK Position: Q1 2026 in Review

Ruggaard & Associates held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q1 2026 at 3,246 shares worth $431K. The position accounts for 0.17% of the portfolio, ranked #73.

Ruggaard & Associates first reported a position in XLK in Q1 2023 and has held it in 13 quarters since. The position peaked at $467K in Q4 2025. 2,402 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Ruggaard & Associates held 3,246 shares of State Street Technology Select Sector SPDR ETF worth $431K as of Q1 2026.
Ruggaard & Associates left its State Street Technology Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Technology Select Sector SPDR ETF made up 0.17% of Ruggaard & Associates's portfolio in Q1 2026, its #73 holding.
Ruggaard & Associates first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2023 and has held it in 13 quarters since.
Ruggaard & Associates's State Street Technology Select Sector SPDR ETF position peaked at $467K in Q4 2025.
2,402 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Ruggaard & Associates's 13F filing for Q1 2026, filed 26 May 2026.