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

RVW Wealth’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 Q3	$4.93M	Buy	25,195 +35	+0.1%	+$6.46K	0.32%	44
2026 Q2	$4.79M	Hold	25,160	–	–	0.32%	43
2026 Q1	$3.34M	Hold	25,160	–	–	0.26%	47
2025 Q4	$3.62M	Sell	25,160 -2	-0%	-$289	0.28%	44
2025 Q3	$3.55M	Buy	25,162 +2	+0%	+$265	0.28%	44
2025 Q2	$3.19M	Hold	25,160	–	–	0.27%	45
2025 Q1	$2.6M	Sell	25,160 -1,634	-6%	-$185K	0.24%	46
2024 Q4	$3.12M	Hold	26,794	–	–	0.29%	46
2024 Q3	$3.02M	Hold	26,794	–	–	0.28%	47
2024 Q2	$3.03M	Buy	26,794 +23,852	+811%	+$2.51M	0.3%	46
2024 Q1	$306K	Hold	2,942	–	–	0.03%	115
2023 Q4	$283K	Sell	2,942 -22	-0.7%	-$1.96K	0.03%	116
2023 Q3	$243K	Buy	2,964 +34	+1%	+$2.92K	0.03%	117
2023 Q2	$255K	Hold	2,930	–	–	0.03%	124
2023 Q1	$221K	Sell	2,930 -380	-11%	-$26.2K	0.03%	150
2022 Q4	$206K	Buy	+3,310	New	+$210K	0.03%	145
2022 Q1	–	Sell	-2,364	Closed	-$205K	–	144
2021 Q4	$205K	Buy	+2,364	New	+$195K	0.02%	130
2019 Q4	–	Sell	-7,858	Closed	-$316K	–	80
2019 Q3	$316K	Sell	7,858 -2,800	-26%	-$112K	0.08%	67
2019 Q2	$416K	Buy	+10,658	New	+$406K	0.1%	51

Other funds holding XLK

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Bar Harbor Wealth Management Concord, New Hampshire $1.82B AUM 24.36% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

RVW Wealth's XLK Position: Q3 2026 in Review

RVW Wealth increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.14% in Q3 2026, buying an estimated $6.46K and bringing the position to 25,195 shares worth $4.93M. The position accounts for 0.32% of the portfolio, ranked #44.

RVW Wealth first reported a position in XLK in Q2 2019 and has held it in 19 quarters since. 938 funds tracked by Wall St. Rank hold XLK as of Q3 2026.

RVW Wealth held 25,195 shares of State Street Technology Select Sector SPDR ETF worth $4.93M as of Q3 2026.
RVW Wealth bought 35 State Street Technology Select Sector SPDR ETF shares in Q3 2026, an estimated $6.46K.
State Street Technology Select Sector SPDR ETF made up 0.32% of RVW Wealth's portfolio in Q3 2026, its #44 holding.
RVW Wealth first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2019 and has held it in 19 quarters since.
938 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.

Based on RVW Wealth's 13F filing for Q3 2026, filed 6 Oct 2026.