CVA Family Office’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

CVA Family Office’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	$292K	Hold	2,194	–	–	0.03%	254
2025 Q4	$316K	Sell	2,194 -228	-9%	-$32.9K	0.04%	232
2025 Q3	$341K	Buy	2,422 +98	+4%	+$13K	0.04%	216
2025 Q2	$294K	Buy	2,324 +732	+46%	+$81.2K	0.04%	230
2025 Q1	$164K	Buy	1,592 +90	+6%	+$10.2K	0.03%	308
2024 Q4	$175K	Buy	1,502 +70	+5%	+$8.14K	0.03%	290
2024 Q3	$162K	Buy	1,432 +234	+20%	+$25.7K	0.03%	297
2024 Q2	$136K	Buy	1,198 +50	+4%	+$5.26K	0.02%	306
2024 Q1	$120K	Buy	1,148 +208	+22%	+$21K	0.02%	326
2023 Q4	$90.5K	Buy	+940	New	+$83.7K	0.02%	347
2023 Q3	–	Sell	-934	Closed	-$81.2K	–	976
2023 Q2	$81.2K	Hold	934	–	–	0.02%	347
2023 Q1	$70.6K	Buy	934 +152	+19%	+$10.5K	0.02%	370
2022 Q4	$48.7K	Hold	782	–	–	0.01%	428
2022 Q3	$46K	Buy	782 +62	+9%	+$4.23K	0.01%	393
2022 Q2	$46K	Buy	720 +100	+16%	+$6.97K	0.01%	387
2022 Q1	$49K	Hold	620	–	–	0.01%	409
2021 Q4	$54K	Sell	620 -3,400	-85%	-$280K	0.01%	348
2021 Q3	$235K	Buy	4,020 +3,400	+548%	+$262K	0.17%	85
2021 Q2	$46K	Sell	620 -3,400	-85%	-$238K	0.01%	380
2021 Q1	$267K	Sell	4,020 -906	-18%	-$59.8K	0.1%	111
2020 Q4	$320K	Buy	4,926 +906	+23%	+$55.2K	0.2%	79
2020 Q3	$235K	Sell	4,020 -2,660	-40%	-$150K	0.17%	85
2020 Q2	$349K	Buy	6,680 +600	+10%	+$28.2K	0.29%	59
2020 Q1	$244K	Buy	+6,080	New	+$277K	0.25%	67

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

CVA Family Office's XLK Position: Q1 2026 in Review

CVA Family Office held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q1 2026 at 2,194 shares worth $292K. The position accounts for 0.03% of the portfolio, ranked #254.

CVA Family Office first reported a position in XLK in Q1 2020 and has held it in 24 quarters since. The position peaked at $349K in Q2 2020. 2,402 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

CVA Family Office held 2,194 shares of State Street Technology Select Sector SPDR ETF worth $292K as of Q1 2026.
CVA Family Office left its State Street Technology Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Technology Select Sector SPDR ETF made up 0.03% of CVA Family Office's portfolio in Q1 2026, its #254 holding.
CVA Family Office first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2020 and has held it in 24 quarters since.
CVA Family Office's State Street Technology Select Sector SPDR ETF position peaked at $349K in Q2 2020.
2,402 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.