MV Capital Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

MV Capital Management’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	$14M	Sell	73,723 -229	-0.3%	-$39.1K	1.25%	24
2026 Q1	$9.83M	Sell	73,952 -2,981	-4%	-$420K	0.96%	27
2025 Q4	$11.1M	Sell	76,933 -999	-1%	-$144K	1.06%	27
2025 Q3	$11M	Sell	77,932 -90	-0.1%	-$11.9K	1.05%	28
2025 Q2	$9.88M	Sell	78,022 -8,084	-9%	-$897K	1.02%	28
2025 Q1	$8.89M	Sell	86,106 -26,720	-24%	-$3.03M	0.95%	27
2024 Q4	$13.1M	Sell	112,826 -840	-0.7%	-$97.7K	1.4%	24
2024 Q3	$12.8M	Sell	113,666 -2,000	-2%	-$220K	1.36%	24
2024 Q2	$13.1M	Sell	115,666 -4,640	-4%	-$489K	1.47%	19
2024 Q1	$12.5M	Sell	120,306 -1,902	-2%	-$192K	1.43%	19
2023 Q4	$11.8M	Buy	122,208 +898	+0.7%	+$79.9K	1.49%	19
2023 Q3	$9.94M	Buy	121,310 +1,620	+1%	+$139K	1.33%	21
2023 Q2	$10.4M	Buy	119,690 +5,538	+5%	+$437K	1.38%	18
2023 Q1	$8.62M	Buy	114,152 +1,094	+1%	+$75.3K	1.21%	17
2022 Q4	$7.03M	Sell	113,058 -586	-0.5%	-$37.2K	1.09%	16
2022 Q3	$6.75M	Buy	113,644 +1,286	+1%	+$87.8K	1.16%	14
2022 Q2	$7.14M	Sell	112,358 -346	-0.3%	-$24.1K	1.21%	17
2022 Q1	$8.96M	Sell	112,704 -18,302	-14%	-$1.44M	1.35%	17
2021 Q4	$11.4M	Sell	131,006 -3,912	-3%	-$322K	1.66%	17
2021 Q3	$10.1M	Buy	134,918 +100	+0.1%	+$7.71K	1.67%	15
2021 Q2	$9.95M	Sell	134,818 -13,380	-9%	-$937K	1.69%	15
2021 Q1	$9.84M	Sell	148,198 -64,844	-30%	-$4.28M	1.8%	15
2020 Q4	$13.8M	Sell	213,042 -1,336	-0.6%	-$81.4K	2.63%	13
2020 Q3	$12.5M	Buy	214,378 +2,308	+1%	+$130K	2.6%	14
2020 Q2	$11.1M	Buy	212,070 +193,262	+1,028%	+$9.09M	2.61%	13
2020 Q1	$756K	Sell	18,808 -14,368	-43%	-$656K	0.2%	47
2019 Q4	$1.52M	Buy	33,176 +15,294	+86%	+$655K	0.33%	40
2019 Q3	$720K	Sell	17,882 -15,824	-47%	-$633K	0.16%	57
2019 Q2	$1.31M	Sell	33,706 -4,256	-11%	-$162K	0.3%	40
2019 Q1	$1.41M	Buy	37,962 +12,982	+52%	+$444K	0.34%	38
2018 Q4	$774K	Buy	24,980 +2,282	+10%	+$77.2K	0.22%	47
2018 Q3	$855K	Sell	22,698 -27,488	-55%	-$1.01M	0.21%	41
2018 Q2	$1.74M	Sell	50,186 -1,128	-2%	-$38.7K	0.45%	32
2018 Q1	$1.68M	Buy	51,314 +340	+0.7%	+$11.4K	0.44%	32
2017 Q4	$1.63M	Sell	50,974 -1,114	-2%	-$34.9K	0.44%	32
2017 Q3	$1.54M	Buy	52,088 +25,764	+98%	+$742K	0.43%	34
2017 Q2	$720K	Sell	26,324 -26,930	-51%	-$741K	0.21%	45
2017 Q1	$1.42M	Sell	53,254 -344	-0.6%	-$8.87K	0.45%	34
2016 Q4	$1.3M	Buy	53,598 +5,928	+12%	+$141K	0.47%	30
2016 Q3	$1.14M	Buy	47,670 +22,736	+91%	+$528K	0.41%	29
2016 Q2	$541K	Sell	24,934 -27,676	-53%	-$600K	0.2%	47
2016 Q1	$1.17M	Sell	52,610 -5,794	-10%	-$120K	0.47%	25
2015 Q4	$1.25M	Buy	58,404 +51,376	+731%	+$1.11M	0.49%	31
2015 Q3	$139K	Sell	7,028 -172,258	-96%	-$3.55M	0.06%	92
2015 Q2	$3.71M	Sell	179,286 -90,346	-34%	-$1.93M	1.51%	21
2015 Q1	$5.59M	Sell	269,632 -5,918	-2%	-$123K	2.34%	17
2014 Q4	$5.7M	Buy	+275,550	New	+$5.59M	2.59%	17

Other funds holding XLK

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

MV Capital Management's XLK Position: Q2 2026 in Review

MV Capital Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.31% in Q2 2026, selling an estimated $39.1K and leaving 73,723 shares worth $14M. The position accounts for 1.25% of the portfolio, ranked #24.

MV Capital Management first reported a position in XLK in Q4 2014 and has held it in 47 quarters since. 1,377 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

MV Capital Management held 73,723 shares of State Street Technology Select Sector SPDR ETF worth $14M as of Q2 2026.
MV Capital Management sold 229 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $39.1K.
State Street Technology Select Sector SPDR ETF made up 1.25% of MV Capital Management's portfolio in Q2 2026, its #24 holding.
MV Capital Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2014 and has held it in 47 quarters since.
1,377 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.