Valley Wealth Managers’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 | $613K | Sell |
3,219
-20
| -0.6% | -$3.42K | 0.04% | 158 |
|
|
2026
Q1 | $430K | Sell |
3,239
-1,053
| -25% | -$148K | 0.03% | 166 |
|
|
2025
Q4 | $618K | Sell |
4,292
-78
| -2% | -$11.3K | 0.04% | 158 |
|
|
2025
Q3 | $616K | Buy |
4,370
+320
| +8% | +$42.4K | 0.04% | 155 |
|
|
2025
Q2 | $513K | Sell |
4,050
-284
| -7% | -$31.5K | 0.04% | 159 |
|
|
2025
Q1 | $447K | Sell |
4,334
-6,018
| -58% | -$682K | 0.03% | 164 |
|
|
2024
Q4 | $1.2M | Sell |
10,352
-828
| -7% | -$96.3K | 0.09% | 126 |
|
|
2024
Q3 | $1.26M | Sell |
11,180
-266
| -2% | -$29.2K | 0.09% | 123 |
|
|
2024
Q2 | $1.29M | Sell |
11,446
-412
| -3% | -$43.4K | 0.1% | 123 |
|
|
2024
Q1 | $1.23M | Sell |
11,858
-1,728
| -13% | -$175K | 0.09% | 121 |
|
|
2023
Q4 | $1.31M | Sell |
13,586
-23,536
| -63% | -$2.1M | 0.1% | 118 |
|
|
2023
Q3 | $3.04M | Buy |
37,122
+23,892
| +181% | +$2.05M | 0.25% | 101 |
|
|
2023
Q2 | $1.15M | Sell |
13,230
-86
| -0.6% | -$6.78K | 0.1% | 106 |
|
|
2023
Q1 | $1.01M | Sell |
13,316
-22
| -0.2% | -$1.51K | 0.09% | 108 |
|
|
2022
Q4 | $830K | Hold |
13,338
| – | – | 0.08% | 113 |
|
|
2022
Q3 | $792K | Buy |
13,338
+628
| +5% | +$42.9K | 0.08% | 114 |
|
|
2022
Q2 | $808K | Sell |
12,710
-8
| -0.1% | -$557 | 0.08% | 115 |
|
|
2022
Q1 | $1.01M | Sell |
12,718
-180
| -1% | -$14.1K | 0.08% | 107 |
|
|
2021
Q4 | $1.12M | Buy |
12,898
+794
| +7% | +$65.4K | 0.09% | 107 |
|
|
2021
Q3 | $904K | Sell |
12,104
-70
| -0.6% | -$5.4K | 0.08% | 110 |
|
|
2021
Q2 | $899K | Buy |
12,174
+270
| +2% | +$18.9K | 0.08% | 110 |
|
|
2021
Q1 | $790K | Buy |
11,904
+926
| +8% | +$61.1K | 0.07% | 109 |
|
|
2020
Q4 | $714K | Sell |
10,978
-288
| -3% | -$17.5K | 0.07% | 114 |
|
|
2020
Q3 | $657K | Sell |
11,266
-832
| -7% | -$47K | 0.07% | 112 |
|
|
2020
Q2 | $632K | Sell |
12,098
-4,070
| -25% | -$191K | 0.07% | 114 |
|
|
2020
Q1 | $650K | Sell |
16,168
-868
| -5% | -$39.6K | 0.08% | 103 |
|
|
2019
Q4 | $781K | Sell |
17,036
-234
| -1% | -$10K | 0.08% | 110 |
|
|
2019
Q3 | $695K | Sell |
17,270
-2,258
| -12% | -$90.3K | 0.07% | 119 |
|
|
2019
Q2 | $762K | Sell |
19,528
-7,200
| -27% | -$274K | 0.08% | 116 |
|
|
2019
Q1 | $989K | Sell |
26,728
-1,086
| -4% | -$37.2K | 0.11% | 109 |
|
|
2018
Q4 | $862K | Buy |
27,814
+16,486
| +146% | +$558K | 0.11% | 96 |
|
|
2018
Q3 | $427K | Buy |
11,328
+200
| +2% | +$7.33K | 0.05% | 102 |
|
|
2018
Q2 | $387K | Hold |
11,128
| – | – | 0.05% | 104 |
|
|
2018
Q1 | $364K | Sell |
11,128
-1,850
| -14% | -$62.1K | 0.04% | 102 |
|
|
2017
Q4 | $415K | Sell |
12,978
-186
| -1% | -$5.83K | 0.05% | 103 |
|
|
2017
Q3 | $389K | Sell |
13,164
-1,502
| -10% | -$43.3K | 0.05% | 103 |
|
|
2017
Q2 | $401K | Sell |
14,666
-1,238
| -8% | -$34.1K | 0.05% | 102 |
|
|
2017
Q1 | $424K | Buy |
15,904
+2,350
| +17% | +$60.6K | 0.06% | 107 |
|
|
2016
Q4 | $328K | Buy |
13,554
+10,754
| +384% | +$257K | 0.05% | 112 |
|
|
2016
Q3 | $67K | Buy |
2,800
+1,400
| +100% | +$32.5K | 0.01% | 136 |
|
|
2016
Q2 | $30K | Sell |
1,400
-10,078
| -88% | -$219K | ﹤0.01% | 153 |
|
|
2016
Q1 | $255K | Buy |
11,478
+354
| +3% | +$7.32K | 0.04% | 102 |
|
|
2015
Q4 | $238K | Buy |
+11,124
| New | +$240K | 0.04% | 98 |
|
|
2015
Q3 | – | Sell |
-25,692
| Closed | -$532K | – | 99 |
|
|
2015
Q2 | $532K | Sell |
25,692
-500
| -2% | -$10.7K | 0.09% | 88 |
|
|
2015
Q1 | $543K | Sell |
26,192
-2,146
| -8% | -$44.7K | 0.09% | 89 |
|
|
2014
Q4 | $586K | Sell |
28,338
-646
| -2% | -$13.1K | 0.1% | 88 |
|
|
2014
Q3 | $578K | Buy |
28,984
+50
| +0.2% | +$990 | 0.11% | 88 |
|
|
2014
Q2 | $555K | Buy |
28,934
+3,550
| +14% | +$65.7K | 0.11% | 91 |
|
|
2014
Q1 | $461K | Buy |
25,384
+216
| +0.9% | +$3.86K | 0.09% | 90 |
|
|
2013
Q4 | $450K | Sell |
25,168
-422
| -2% | -$7.15K | 0.09% | 91 |
|
|
2013
Q3 | $410K | Buy |
25,590
+2,100
| +9% | +$33.5K | 0.09% | 91 |
|
|
2013
Q2 | $359K | Buy |
+23,490
| New | +$364K | 0.08% | 94 |
|
Other funds holding XLK
Valley Wealth Managers's XLK Position: Q2 2026 in Review
Valley Wealth Managers reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.62% in Q2 2026, selling an estimated $3.42K and leaving 3,219 shares worth $613K. The position accounts for 0.04% of the portfolio, ranked #158.
Valley Wealth Managers first reported a position in XLK in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.04M in Q3 2023. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.
- Valley Wealth Managers held 3,219 shares of State Street Technology Select Sector SPDR ETF worth $613K as of Q2 2026.
- Valley Wealth Managers sold 20 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $3.42K.
- State Street Technology Select Sector SPDR ETF made up 0.04% of Valley Wealth Managers's portfolio in Q2 2026, its #158 holding.
- Valley Wealth Managers first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2013 and has held it in 52 quarters since.
- Valley Wealth Managers's State Street Technology Select Sector SPDR ETF position peaked at $3.04M in Q3 2023.
- 2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.
Based on Valley Wealth Managers's 13F filing for Q2 2026, filed 4 Aug 2026.