Verdence Capital Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Verdence Capital Advisors’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 Q1	$2.62M	Buy	19,743 +122	+0.6%	+$17.2K	0.15%	138
2025 Q4	$2.82M	Sell	19,621 -2,025	-9%	-$292K	0.17%	132
2025 Q3	$3.24M	Buy	21,646 +2,588	+14%	+$343K	0.19%	127
2025 Q2	$2.41M	Sell	19,058 -34	-0.2%	-$3.77K	0.16%	131
2025 Q1	$1.97M	Sell	19,092 -170	-0.9%	-$19.3K	0.15%	152
2024 Q4	$2.24M	Buy	19,262 +172	+0.9%	+$20K	0.18%	140
2024 Q3	$2.15M	Buy	19,090 +732	+4%	+$80.4K	0.17%	152
2024 Q2	$2.08M	Sell	18,358 -284	-2%	-$29.9K	0.18%	146
2024 Q1	$1.94M	Sell	18,642 -12	-0.1%	-$1.21K	0.18%	146
2023 Q4	$1.8M	Buy	18,654 +128	+0.7%	+$11.4K	0.17%	146
2023 Q3	$1.52M	Buy	18,526 +64	+0.3%	+$5.49K	0.16%	148
2023 Q2	$1.6M	Sell	18,462 -28	-0.2%	-$2.21K	0.19%	139
2023 Q1	$1.4M	Sell	18,490 -312	-2%	-$21.5K	0.17%	150
2022 Q4	$1.17M	Sell	18,802 -38	-0.2%	-$2.41K	0.14%	158
2022 Q3	$1.12M	Sell	18,840 -8	-0%	-$546	0.15%	153
2022 Q2	$1.2M	Buy	18,848 +4	+0%	+$279	0.16%	152
2022 Q1	$1.5M	Sell	18,844 -2	-0%	-$157	0.17%	141
2021 Q4	$1.64M	Buy	18,846 +170	+0.9%	+$14K	0.19%	119
2021 Q3	$1.39M	Sell	18,676 -36	-0.2%	-$2.78K	0.18%	131
2021 Q2	$1.38M	Sell	18,712 -2	-0%	-$140	0.19%	123
2021 Q1	$1.24M	Buy	18,714 +412	+2%	+$27.2K	0.21%	122
2020 Q4	$1.19M	Sell	18,302 -36	-0.2%	-$2.19K	0.23%	116
2020 Q3	$1.07M	Sell	18,338 -838	-4%	-$47.3K	0.25%	107
2020 Q2	$1M	Sell	19,176 -56	-0.3%	-$2.63K	0.25%	105
2020 Q1	$773K	Buy	19,232 +32	+0.2%	+$1.46K	0.23%	117
2019 Q4	$880K	Sell	19,200 -154	-0.8%	-$6.59K	0.22%	115
2019 Q3	$779K	Buy	19,354 +184	+1%	+$7.36K	0.22%	128
2019 Q2	$748K	Buy	19,170 +6	+0%	+$229	0.21%	128
2019 Q1	$709K	Sell	19,164 -8,906	-32%	-$305K	0.19%	128
2018 Q4	$870K	Buy	28,070 +8	+0%	+$271	0.24%	97
2018 Q3	$1.06M	Sell	28,062 -124	-0.4%	-$4.55K	0.26%	90
2018 Q2	$979K	Buy	28,186 +66	+0.2%	+$2.26K	0.24%	98
2018 Q1	$920K	Buy	28,120 +4	+0%	+$134	0.22%	105
2017 Q4	$899K	Buy	+28,116	New	+$882K	0.21%	93

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

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

Verdence Capital Advisors's XLK Position: Q1 2026 in Review

Verdence Capital Advisors increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.62% in Q1 2026, buying an estimated $17.2K and bringing the position to 19,743 shares worth $2.62M. The position accounts for 0.15% of the portfolio, ranked #138.

Verdence Capital Advisors first reported a position in XLK in Q4 2017 and has held it in 34 quarters since. The position peaked at $3.24M in Q3 2025. 2,402 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Verdence Capital Advisors held 19,743 shares of State Street Technology Select Sector SPDR ETF worth $2.62M as of Q1 2026.
Verdence Capital Advisors bought 122 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $17.2K.
State Street Technology Select Sector SPDR ETF made up 0.15% of Verdence Capital Advisors's portfolio in Q1 2026, its #138 holding.
Verdence Capital Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2017 and has held it in 34 quarters since.
Verdence Capital Advisors's State Street Technology Select Sector SPDR ETF position peaked at $3.24M in Q3 2025.
2,402 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Verdence Capital Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.