CVFG LLC’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

CVFG LLC’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	$549K	Buy	2,881 +7	+0.2%	+$1.2K	0.06%	184
2026 Q1	$382K	Buy	2,874 +1,006	+54%	+$142K	0.05%	192
2025 Q4	$269K	Buy	1,868 +98	+6%	+$14.2K	0.18%	88
2025 Q3	$249K	Hold	1,770	–	–	0.18%	88
2025 Q2	$224K	Buy	+1,770	New	+$196K	0.18%	89
2025 Q1	–	Sell	-1,730	Closed	-$201K	–	94
2024 Q4	$201K	Buy	+1,730	New	+$201K	0.18%	87

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CVFG LLC's XLK Position: Q2 2026 in Review

CVFG LLC increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.24% in Q2 2026, buying an estimated $1.2K and bringing the position to 2,881 shares worth $549K. The position accounts for 0.06% of the portfolio, ranked #184.

CVFG LLC first reported a position in XLK in Q4 2024 and has held it in 6 quarters since. 2,644 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

CVFG LLC held 2,881 shares of State Street Technology Select Sector SPDR ETF worth $549K as of Q2 2026.
CVFG LLC bought 7 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $1.2K.
State Street Technology Select Sector SPDR ETF made up 0.06% of CVFG LLC's portfolio in Q2 2026, its #184 holding.
CVFG LLC first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
2,644 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on CVFG LLC's 13F filing for Q2 2026, filed 11 Aug 2026.