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

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

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. 2,660 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.
2,660 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.