Oliver Lagore Vanvalin Investment Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
2025 Q2	$177K	Buy	+1,714	New	+$190K	0.07%	143
2024 Q4	$215K	Buy	1,850 +38	+2%	+$4.42K	0.06%	117
2024 Q3	$205K	Sell	1,812 -256	-12%	-$28.1K	0.05%	120
2024 Q2	$234K	Buy	2,068 +784	+61%	+$82.5K	0.07%	108
2024 Q1	$134K	Buy	1,284 +260	+25%	+$26.3K	0.04%	154
2023 Q4	$98.5K	Hold	1,024	–	–	0.04%	152
2023 Q3	$83.9K	Hold	1,024	–	–	0.03%	184
2023 Q2	$89K	Buy	+1,024	New	+$80.7K	0.03%	183

Other funds holding XLK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's XLK Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q2 2025: 1,714 shares worth $177K. The stake represents 0.07% of the portfolio and ranks #143 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in XLK as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in XLK in Q2 2023 and has held it in 8 quarters since. The position peaked at $234K in Q2 2024. 2,208 funds tracked by Wall St. Rank hold XLK as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 1,714 shares of State Street Technology Select Sector SPDR ETF worth $177K as of Q2 2025.
State Street Technology Select Sector SPDR ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
State Street Technology Select Sector SPDR ETF made up 0.07% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #143 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2023 and has held it in 8 quarters since.
Oliver Lagore Vanvalin Investment Group's State Street Technology Select Sector SPDR ETF position peaked at $234K in Q2 2024.
2,208 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.