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 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%	-$26.1K	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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

LFS

Lighthouse Financial Services Brea, California $476M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

RVW Wealth's XLK Position: Q2 2026 in Review

RVW Wealth held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 25,160 shares worth $4.79M. The position accounts for 0.32% of the portfolio, ranked #43.

RVW Wealth first reported a position in XLK in Q2 2019 and has held it in 18 quarters since. 522 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

RVW Wealth held 25,160 shares of State Street Technology Select Sector SPDR ETF worth $4.79M as of Q2 2026.
RVW Wealth left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.32% of RVW Wealth's portfolio in Q2 2026, its #43 holding.
RVW Wealth first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2019 and has held it in 18 quarters since.
522 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on RVW Wealth's 13F filing for Q2 2026, filed 8 Jul 2026.