Vantage Financial Partners (Wisconsin)’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Vantage Financial Partners (Wisconsin)’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
2025 Q4	$510K	Buy	3,542 +96	+3%	+$13.9K	0.1%	115
2025 Q3	$486K	Buy	3,446 +438	+15%	+$58K	0.1%	118
2025 Q2	$381K	Sell	3,008 -160	-5%	-$17.8K	0.09%	128
2025 Q1	$327K	Sell	3,168 -1,152	-27%	-$131K	0.08%	133
2024 Q4	$502K	Sell	4,320 -3,224	-43%	-$375K	0.13%	101
2024 Q3	$851K	Buy	+7,544	New	+$828K	0.21%	66

Other funds holding XLK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s XLK Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 2.8% in Q4 2025, buying an estimated $13.9K and bringing the position to 3,542 shares worth $510K. The position accounts for 0.1% of the portfolio, ranked #115.

Vantage Financial Partners (Wisconsin) first reported a position in XLK in Q3 2024 and has held it in 6 quarters since. The position peaked at $851K in Q3 2024. 2,471 funds tracked by Wall St. Rank hold XLK as of Q4 2025.

Vantage Financial Partners (Wisconsin) held 3,542 shares of State Street Technology Select Sector SPDR ETF worth $510K as of Q4 2025.
Vantage Financial Partners (Wisconsin) bought 96 State Street Technology Select Sector SPDR ETF shares in Q4 2025, an estimated $13.9K.
State Street Technology Select Sector SPDR ETF made up 0.1% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #115 holding.
Vantage Financial Partners (Wisconsin) first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2024 and has held it in 6 quarters since.
Vantage Financial Partners (Wisconsin)'s State Street Technology Select Sector SPDR ETF position peaked at $851K in Q3 2024.
2,471 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.