Verity Asset Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Verity Asset 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 Q1	$493K	Buy	+3,706	New	+$522K	0.21%	131
2021 Q3	–	Sell	-4,704	Closed	-$347K	–	243
2021 Q2	$347K	Buy	+4,704	New	+$330K	0.19%	140
2017 Q4	–	Sell	-8,984	Closed	-$283K	–	157
2017 Q3	$283K	Buy	+8,984	New	+$259K	0.22%	86
2017 Q2	–	Sell	-56,500	Closed	-$1.51M	–	145
2017 Q1	$1.51M	Buy	+56,500	New	+$1.46M	1.25%	20
2016 Q2	–	Sell	-89,552	Closed	-$1.99M	–	120
2016 Q1	$1.99M	Sell	89,552 -958	-1%	-$19.8K	2.25%	15
2015 Q4	$1.94M	Buy	+90,510	New	+$1.95M	2.23%	16
2015 Q3	–	Sell	-95,092	Closed	-$1.97M	–	122
2015 Q2	$1.97M	Buy	+95,092	New	+$2.03M	1.78%	17

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

Verity Asset Management's XLK Position: Q1 2026 in Review

Verity Asset Management opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q1 2026: 3,706 shares worth $493K. The stake represents 0.21% of the portfolio and ranks #131 among its holdings. This is a return to the name: Verity Asset Management previously reported a position in XLK as recently as Q2 2021.

Verity Asset Management first reported a position in XLK in Q2 2015 and has held it in 7 quarters since. The position peaked at $1.99M in Q1 2016. 2,405 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Verity Asset Management held 3,706 shares of State Street Technology Select Sector SPDR ETF worth $493K as of Q1 2026.
State Street Technology Select Sector SPDR ETF was a new Verity Asset Management position in Q1 2026.
State Street Technology Select Sector SPDR ETF made up 0.21% of Verity Asset Management's portfolio in Q1 2026, its #131 holding.
Verity Asset Management first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2015 and has held it in 7 quarters since.
Verity Asset Management's State Street Technology Select Sector SPDR ETF position peaked at $1.99M in Q1 2016.
2,405 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Verity Asset Management's 13F filing for Q1 2026, filed 21 Apr 2026.