VCI Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

VCI Wealth Management’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	$1.82M	Sell	9,529 -61	-0.6%	-$10.4K	0.46%	64
2026 Q1	$1.27M	Buy	9,590 +3,129	+48%	+$441K	0.35%	71
2025 Q4	$930K	Sell	6,461 -6,475	-50%	-$935K	0.26%	85
2025 Q3	$1.82M	Sell	12,936 -8,112	-39%	-$1.07M	0.55%	37
2025 Q2	$2.67M	Buy	21,048 +1,506	+8%	+$167K	0.93%	23
2025 Q1	$2.02M	Buy	+19,542	New	+$2.22M	0.85%	29
2024 Q4	–	Sell	-7,108	Closed	-$802K	–	109
2024 Q3	$802K	Sell	7,108 -10,386	-59%	-$1.14M	0.36%	73
2024 Q2	$1.98M	Sell	17,494 -1,500	-8%	-$158K	0.98%	28
2024 Q1	$1.98M	Sell	18,994 -3,960	-17%	-$400K	1.34%	22
2023 Q4	$2.21M	Buy	+22,954	New	+$2.04M	1.34%	19

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

VCI Wealth Management's XLK Position: Q2 2026 in Review

VCI Wealth Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.64% in Q2 2026, selling an estimated $10.4K and leaving 9,529 shares worth $1.82M. The position accounts for 0.46% of the portfolio, ranked #64.

VCI Wealth Management first reported a position in XLK in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.67M in Q2 2025. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

VCI Wealth Management held 9,529 shares of State Street Technology Select Sector SPDR ETF worth $1.82M as of Q2 2026.
VCI Wealth Management sold 61 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $10.4K.
State Street Technology Select Sector SPDR ETF made up 0.46% of VCI Wealth Management's portfolio in Q2 2026, its #64 holding.
VCI Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2023 and has held it in 10 quarters since.
VCI Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $2.67M in Q2 2025.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on VCI Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.