Valley National Advisers’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Valley National Advisers’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	$501K	Sell	2,628 -22	-0.8%	-$3.76K	0.06%	178
2026 Q1	$352K	Hold	2,650	–	–	0.05%	199
2025 Q4	$381K	Hold	2,650	–	–	0.05%	192
2025 Q3	$373K	Sell	2,650 -206	-7%	-$27.3K	0.06%	187
2025 Q2	$361K	Sell	2,856 -1,056	-27%	-$117K	0.06%	190
2025 Q1	$403K	Buy	3,912 +1,262	+48%	+$143K	0.07%	172
2024 Q4	$308K	Hold	2,650	–	–	0.06%	197
2024 Q3	$299K	Hold	2,650	–	–	0.05%	202
2024 Q2	$299K	Hold	2,650	–	–	0.04%	208
2024 Q1	$275K	Hold	2,650	–	–	0.04%	220
2023 Q4	$255K	Hold	2,650	–	–	0.04%	219
2023 Q3	$217K	Sell	2,650 -230	-8%	-$19.7K	0.04%	233
2023 Q2	$251K	Hold	2,880	–	–	0.04%	225
2023 Q1	$212K	Hold	2,880	–	–	0.04%	237
2022 Q4	$185K	Buy	2,880 +26	+0.9%	+$1.65K	0.03%	249
2022 Q3	$173K	Hold	2,854	–	–	0.04%	252
2022 Q2	$190K	Hold	2,854	–	–	0.04%	229
2022 Q1	$227K	Hold	2,854	–	–	0.04%	215
2021 Q4	$248K	Sell	2,854 -164	-5%	-$13.5K	0.05%	205
2021 Q3	$225K	Buy	3,018 +164	+6%	+$12.7K	0.04%	212
2021 Q2	$211K	Hold	2,854	–	–	0.04%	214
2021 Q1	$190K	Hold	2,854	–	–	0.04%	218
2020 Q4	$186K	Sell	2,854 -558	-16%	-$34K	0.04%	203
2020 Q3	$199K	Sell	3,412 -704	-17%	-$39.8K	0.05%	176
2020 Q2	$215K	Buy	4,116 +3,162	+331%	+$149K	0.05%	179
2020 Q1	$38K	Hold	954	–	–	0.01%	313
2019 Q4	$44K	Buy	954 +52	+6%	+$2.23K	0.01%	334
2019 Q3	$36K	Buy	902 +272	+43%	+$10.9K	0.01%	345
2019 Q2	$25K	Hold	630	–	–	0.01%	366
2019 Q1	$23K	Hold	630	–	–	0.01%	371
2018 Q4	$20K	Buy	+630	New	+$21.3K	0.01%	366
2018 Q3	–	Sell	-630	Closed	-$22K	–	756
2018 Q2	$22K	Hold	630	–	–	0.01%	331
2018 Q1	$21K	Buy	+630	New	+$21.2K	0.01%	330

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Valley National Advisers's XLK Position: Q2 2026 in Review

Valley National Advisers reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.83% in Q2 2026, selling an estimated $3.76K and leaving 2,628 shares worth $501K. The position accounts for 0.06% of the portfolio, ranked #178.

Valley National Advisers first reported a position in XLK in Q1 2018 and has held it in 33 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Valley National Advisers held 2,628 shares of State Street Technology Select Sector SPDR ETF worth $501K as of Q2 2026.
Valley National Advisers sold 22 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $3.76K.
State Street Technology Select Sector SPDR ETF made up 0.06% of Valley National Advisers's portfolio in Q2 2026, its #178 holding.
Valley National Advisers first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2018 and has held it in 33 quarters since.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.