Valmark Advisers’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 | $6.95M | Sell |
36,477
-3,579
| -9% | -$612K | 0.07% | 127 |
|
|
2026
Q1 | $5.32M | Sell |
40,056
-7,042
| -15% | -$992K | 0.06% | 131 |
|
|
2025
Q4 | $6.78M | Sell |
47,098
-976
| -2% | -$141K | 0.08% | 108 |
|
|
2025
Q3 | $6.78M | Buy |
48,074
+94
| +0.2% | +$12.4K | 0.09% | 101 |
|
|
2025
Q2 | $6.07M | Sell |
47,980
-50
| -0.1% | -$5.55K | 0.08% | 100 |
|
|
2025
Q1 | $4.96M | Buy |
48,030
+4,526
| +10% | +$513K | 0.07% | 106 |
|
|
2024
Q4 | $5.06M | Buy |
43,504
+1,344
| +3% | +$156K | 0.08% | 107 |
|
|
2024
Q3 | $4.76M | Buy |
42,160
+5,544
| +15% | +$609K | 0.07% | 106 |
|
|
2024
Q2 | $4.14M | Sell |
36,616
-5,734
| -14% | -$604K | 0.07% | 109 |
|
|
2024
Q1 | $4.41M | Buy |
42,350
+2,328
| +6% | +$235K | 0.08% | 100 |
|
|
2023
Q4 | $3.85M | Sell |
40,022
-826
| -2% | -$73.5K | 0.07% | 110 |
|
|
2023
Q3 | $3.35M | Sell |
40,848
-1,340
| -3% | -$115K | 0.07% | 103 |
|
|
2023
Q2 | $3.67M | Sell |
42,188
-9,596
| -19% | -$756K | 0.07% | 99 |
|
|
2023
Q1 | $3.91M | Buy |
51,784
+1,266
| +3% | +$87.1K | 0.08% | 84 |
|
|
2022
Q4 | $3.14M | Sell |
50,518
-94
| -0.2% | -$5.97K | 0.07% | 99 |
|
|
2022
Q3 | $3.01M | Sell |
50,612
-13,644
| -21% | -$931K | 0.06% | 93 |
|
|
2022
Q2 | $4.08M | Buy |
64,256
+21,832
| +51% | +$1.52M | 0.08% | 70 |
|
|
2022
Q1 | $3.37M | Buy |
42,424
+7,956
| +23% | +$625K | 0.06% | 90 |
|
|
2021
Q4 | $3M | Buy |
34,468
+1,976
| +6% | +$163K | 0.05% | 94 |
|
|
2021
Q3 | $2.43M | Buy |
32,492
+798
| +3% | +$61.6K | 0.04% | 102 |
|
|
2021
Q2 | $2.34M | Buy |
31,694
+1,100
| +4% | +$77.1K | 0.04% | 104 |
|
|
2021
Q1 | $2.03M | Buy |
30,594
+1,746
| +6% | +$115K | 0.04% | 108 |
|
|
2020
Q4 | $1.88M | Buy |
28,848
+6,724
| +30% | +$410K | 0.04% | 108 |
|
|
2020
Q3 | $1.29M | Buy |
22,124
+3,054
| +16% | +$173K | 0.03% | 115 |
|
|
2020
Q2 | $996K | Buy |
19,070
+3,060
| +19% | +$144K | 0.02% | 115 |
|
|
2020
Q1 | $643K | Sell |
16,010
-16
| -0.1% | -$730 | 0.02% | 130 |
|
|
2019
Q4 | $735K | Sell |
16,026
-1,040
| -6% | -$44.5K | 0.02% | 117 |
|
|
2019
Q3 | $687K | Buy |
17,066
+482
| +3% | +$19.3K | 0.02% | 129 |
|
|
2019
Q2 | $647K | Sell |
16,584
-244
| -1% | -$9.3K | 0.01% | 124 |
|
|
2019
Q1 | $623K | Buy |
16,828
+6,626
| +65% | +$227K | 0.01% | 121 |
|
|
2018
Q4 | $316K | Buy |
10,202
+2,468
| +32% | +$83.5K | 0.01% | 158 |
|
|
2018
Q3 | $291K | Buy |
7,734
+154
| +2% | +$5.65K | 0.01% | 165 |
|
|
2018
Q2 | $263K | Sell |
7,580
-54
| -0.7% | -$1.85K | 0.01% | 165 |
|
|
2018
Q1 | $250K | Buy |
7,634
+1,098
| +17% | +$36.9K | 0.01% | 166 |
|
|
2017
Q4 | $209K | Buy |
+6,536
| New | +$205K | ﹤0.01% | 182 |
|
Other funds holding XLK
Valmark Advisers's XLK Position: Q2 2026 in Review
Valmark Advisers reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 8.9% in Q2 2026, selling an estimated $612K and leaving 36,477 shares worth $6.95M. The position accounts for 0.07% of the portfolio, ranked #127.
Valmark Advisers first reported a position in XLK in Q4 2017 and has held it in 35 quarters since. 2,646 funds tracked by Wall St. Rank hold XLK as of Q2 2026.
- Valmark Advisers held 36,477 shares of State Street Technology Select Sector SPDR ETF worth $6.95M as of Q2 2026.
- Valmark Advisers sold 3,579 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $612K.
- State Street Technology Select Sector SPDR ETF made up 0.07% of Valmark Advisers's portfolio in Q2 2026, its #127 holding.
- Valmark Advisers first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2017 and has held it in 35 quarters since.
- 2,646 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.
Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.