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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
Q2 		$512K Buy
2,689
+495
+23% +$84.6K 0.05% 198
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

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CVA Family Office's XLK Position: Q2 2026 in Review

CVA Family Office increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 23% in Q2 2026, buying an estimated $84.6K and bringing the position to 2,689 shares worth $512K. The position accounts for 0.05% of the portfolio, ranked #198.

CVA Family Office first reported a position in XLK in Q1 2020 and has held it in 25 quarters since. 2,667 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • CVA Family Office held 2,689 shares of State Street Technology Select Sector SPDR ETF worth $512K as of Q2 2026.
  • CVA Family Office bought 495 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $84.6K.
  • State Street Technology Select Sector SPDR ETF made up 0.05% of CVA Family Office's portfolio in Q2 2026, its #198 holding.
  • CVA Family Office first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2020 and has held it in 25 quarters since.
  • 2,667 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.