V2 Financial group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

V2 Financial 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 Q1	$1.21M	Hold	9,100	–	–	0.56%	30
2025 Q4	$1.31M	Buy	9,100 +100	+1%	+$14.4K	0.65%	24
2025 Q3	$1.27M	Hold	9,000	–	–	0.7%	20
2025 Q2	$1.14M	Hold	9,000	–	–	0.69%	20
2025 Q1	$929K	Hold	9,000	–	–	0.6%	24
2024 Q4	$1.05M	Hold	9,000	–	–	0.64%	24
2024 Q3	$1.02M	Hold	9,000	–	–	0.66%	23
2024 Q2	$969K	Hold	9,000	–	–	0.65%	24
2024 Q1	$937K	Buy	9,000 +100	+1%	+$10.1K	0.64%	21
2023 Q4	$857K	Buy	8,900 +200	+2%	+$17.8K	0.6%	23
2023 Q3	$713K	Hold	8,700	–	–	0.53%	28
2023 Q2	$756K	Hold	8,700	–	–	0.54%	27
2023 Q1	$657K	Sell	8,700 -2,000	-19%	-$138K	0.47%	31
2022 Q4	$666K	Hold	10,700	–	–	0.53%	26
2022 Q3	$635K	Buy	10,700 +2,200	+26%	+$150K	0.56%	25
2022 Q2	$540K	Sell	8,500 -200	-2%	-$13.9K	0.44%	31
2022 Q1	$691K	Hold	8,700	–	–	0.53%	33
2021 Q4	$756K	Buy	8,700 +100	+1%	+$8.23K	0.59%	37
2021 Q3	$642K	Hold	8,600	–	–	0.55%	32
2021 Q2	$635K	Hold	8,600	–	–	0.54%	33
2021 Q1	$571K	Hold	8,600	–	–	0.51%	31
2020 Q4	$559K	Buy	+8,600	New	+$524K	0.57%	29

Other funds holding XLK

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

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

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

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

V2 Financial group's XLK Position: Q1 2026 in Review

V2 Financial group held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q1 2026 at 9,100 shares worth $1.21M. The position accounts for 0.56% of the portfolio, ranked #30.

V2 Financial group first reported a position in XLK in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.31M in Q4 2025. 2,404 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

V2 Financial group held 9,100 shares of State Street Technology Select Sector SPDR ETF worth $1.21M as of Q1 2026.
V2 Financial group left its State Street Technology Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Technology Select Sector SPDR ETF made up 0.56% of V2 Financial group's portfolio in Q1 2026, its #30 holding.
V2 Financial group first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2020 and has held it in 22 quarters since.
V2 Financial group's State Street Technology Select Sector SPDR ETF position peaked at $1.31M in Q4 2025.
2,404 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on V2 Financial group's 13F filing for Q1 2026, filed 4 May 2026.