Shared Vision Wealth Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Shared Vision Wealth 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
2026 Q2	$545K	Hold	2,863	–	–	0.19%	68
2026 Q1	$380K	Hold	2,863	–	–	0.16%	73
2025 Q4	$418K	Sell	2,863 -1	-0%	-$144	0.17%	69
2025 Q3	$409K	Hold	2,864	–	–	0.17%	65
2025 Q2	$376K	Hold	2,864	–	–	0.19%	59
2025 Q1	$296K	Hold	2,864	–	–	0.16%	62
2024 Q4	$333K	Hold	2,864	–	–	0.18%	57
2024 Q3	$323K	Hold	2,864	–	–	0.17%	57
2024 Q2	$324K	Hold	2,864	–	–	0.19%	58
2024 Q1	$298K	Hold	2,864	–	–	0.19%	57
2023 Q4	$276K	Buy	+2,864	New	+$255K	0.18%	58

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

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

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

Shared Vision Wealth Group's XLK Position: Q2 2026 in Review

Shared Vision Wealth Group held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 2,863 shares worth $545K. The position accounts for 0.19% of the portfolio, ranked #68.

Shared Vision Wealth Group first reported a position in XLK in Q4 2023 and has held it in 11 quarters since. 2,664 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Shared Vision Wealth Group held 2,863 shares of State Street Technology Select Sector SPDR ETF worth $545K as of Q2 2026.
Shared Vision Wealth Group left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.19% of Shared Vision Wealth Group's portfolio in Q2 2026, its #68 holding.
Shared Vision Wealth Group first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
2,664 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Shared Vision Wealth Group's 13F filing for Q2 2026, filed 31 Jul 2026.