Valeo Financial Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $9.15M | Sell |
48,004
-5,389
| -10% | -$921K | 0.19% | 55 |
|
|
2026
Q1 | $7.1M | Buy |
53,393
+1,764
| +3% | +$249K | 0.17% | 61 |
|
|
2025
Q4 | $7.43M | Sell |
51,629
-3,601
| -7% | -$520K | 0.17% | 67 |
|
|
2025
Q3 | $7.78M | Buy |
55,230
+1,514
| +3% | +$201K | 0.18% | 64 |
|
|
2025
Q2 | $6.8M | Buy |
53,716
+2,270
| +4% | +$252K | 0.17% | 69 |
|
|
2025
Q1 | $5.31M | Sell |
51,446
-18
| -0% | -$2.04K | 0.15% | 72 |
|
|
2024
Q4 | $5.98M | Buy |
51,464
+1,866
| +4% | +$217K | 0.17% | 65 |
|
|
2024
Q3 | $5.6M | Sell |
49,598
-1,838
| -4% | -$202K | 0.16% | 68 |
|
|
2024
Q2 | $5.82M | Buy |
51,436
+10,986
| +27% | +$1.16M | 0.18% | 64 |
|
|
2024
Q1 | $4.01M | Buy |
40,450
+946
| +2% | +$95.7K | 0.14% | 76 |
|
|
2023
Q4 | $3.8M | Buy |
39,504
+1,364
| +4% | +$121K | 0.15% | 83 |
|
|
2023
Q3 | $3.13M | Sell |
38,140
-2,406
| -6% | -$206K | 0.14% | 85 |
|
|
2023
Q2 | $3.52M | Sell |
40,546
-6,378
| -14% | -$503K | 0.16% | 83 |
|
|
2023
Q1 | $3.54M | Buy |
46,924
+6,160
| +15% | +$424K | 0.17% | 82 |
|
|
2022
Q4 | $2.54M | Buy |
40,764
+8,324
| +26% | +$529K | 0.14% | 93 |
|
|
2022
Q3 | $1.93M | Sell |
32,440
-368
| -1% | -$25.1K | 0.12% | 106 |
|
|
2022
Q2 | $2.08M | Sell |
32,808
-21,184
| -39% | -$1.48M | 0.13% | 96 |
|
|
2022
Q1 | $4.29M | Buy |
53,992
+8,188
| +18% | +$643K | 0.22% | 69 |
|
|
2021
Q4 | $3.98M | Buy |
45,804
+168
| +0.4% | +$13.8K | 0.22% | 67 |
|
|
2021
Q3 | $3.41M | Sell |
45,636
-798
| -2% | -$61.6K | 0.19% | 77 |
|
|
2021
Q2 | $3.43M | Sell |
46,434
-354
| -0.8% | -$24.8K | 0.21% | 74 |
|
|
2021
Q1 | $3.11M | Buy |
46,788
+358
| +0.8% | +$23.6K | 0.14% | 86 |
|
|
2020
Q4 | $3.02M | Sell |
46,430
-1,972
| -4% | -$120K | 0.16% | 76 |
|
|
2020
Q3 | $2.82M | Sell |
48,402
-9,456
| -16% | -$534K | 0.25% | 62 |
|
|
2020
Q2 | $3.02M | Buy |
57,858
+446
| +0.8% | +$21K | 0.28% | 53 |
|
|
2020
Q1 | $2.45M | Buy |
57,412
+28,200
| +97% | +$1.29M | 0.26% | 57 |
|
|
2019
Q4 | $1.34M | Buy |
29,212
+932
| +3% | +$39.9K | 0.13% | 109 |
|
|
2019
Q3 | $1.14M | Sell |
28,280
-500
| -2% | -$20K | 0.13% | 111 |
|
|
2019
Q2 | $1.12M | Sell |
28,780
-4,634
| -14% | -$177K | 0.13% | 120 |
|
|
2019
Q1 | $1.24M | Buy |
33,414
+3,842
| +13% | +$131K | 0.15% | 103 |
|
|
2018
Q4 | $916K | Sell |
29,572
-4,708
| -14% | -$159K | 0.13% | 117 |
|
|
2018
Q3 | $1.18M | Buy |
34,280
+4,746
| +16% | +$174K | 0.16% | 100 |
|
|
2018
Q2 | $1.08M | Buy |
29,534
+7,382
| +33% | +$253K | 0.15% | 105 |
|
|
2018
Q1 | $725K | Buy |
22,152
+4,364
| +25% | +$147K | 0.12% | 124 |
|
|
2017
Q4 | $569K | Buy |
17,788
+13,992
| +369% | +$439K | 0.09% | 137 |
|
|
2017
Q3 | $112K | Buy |
+3,796
| New | +$109K | 0.03% | 277 |
|
Other funds holding XLK
Valeo Financial Advisors's XLK Position: Q2 2026 in Review
Valeo Financial Advisors reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 10% in Q2 2026, selling an estimated $921K and leaving 48,004 shares worth $9.15M. The position accounts for 0.19% of the portfolio, ranked #55.
Valeo Financial Advisors first reported a position in XLK in Q3 2017 and has held it in 36 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.
- Valeo Financial Advisors held 48,004 shares of State Street Technology Select Sector SPDR ETF worth $9.15M as of Q2 2026.
- Valeo Financial Advisors sold 5,389 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $921K.
- State Street Technology Select Sector SPDR ETF made up 0.19% of Valeo Financial Advisors's portfolio in Q2 2026, its #55 holding.
- Valeo Financial Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2017 and has held it in 36 quarters since.
- 2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.