Valicenti Advisory Services’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Valicenti Advisory Services’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	$380K	Hold	1,994	–	–	0.07%	71
2026 Q1	$265K	Sell	1,994 -430	-18%	-$60.6K	0.06%	74
2025 Q4	$349K	Buy	+2,424	New	+$350K	0.07%	72
2019 Q2	–	Sell	-5,778	Closed	-$214K	–	65
2019 Q1	$214K	Buy	+5,778	New	+$198K	0.1%	62
2018 Q4	–	Sell	-5,548	Closed	-$209K	–	72
2018 Q3	$209K	Buy	+5,548	New	+$203K	0.09%	64

Other funds holding XLK

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

LFS

Lighthouse Financial Services Brea, California $476M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Valicenti Advisory Services's XLK Position: Q2 2026 in Review

Valicenti Advisory Services held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 1,994 shares worth $380K. The position accounts for 0.07% of the portfolio, ranked #71.

Valicenti Advisory Services first reported a position in XLK in Q3 2018 and has held it in 5 quarters since. 522 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Valicenti Advisory Services held 1,994 shares of State Street Technology Select Sector SPDR ETF worth $380K as of Q2 2026.
Valicenti Advisory Services left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.07% of Valicenti Advisory Services's portfolio in Q2 2026, its #71 holding.
Valicenti Advisory Services first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2018 and has held it in 5 quarters since.
522 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Valicenti Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.