VERITY Wealth Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

VERITY Wealth 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 Q2	$614K	Buy	3,225 +75	+2%	+$12.8K	0.37%	48
2026 Q1	$419K	Hold	3,150	–	–	0.28%	55
2025 Q4	$454K	Hold	3,150	–	–	0.28%	56
2025 Q3	$444K	Hold	3,150	–	–	0.28%	55
2025 Q2	$399K	Hold	3,150	–	–	0.27%	61
2025 Q1	$325K	Hold	3,150	–	–	0.24%	60
2024 Q4	$366K	Hold	3,150	–	–	0.26%	59
2024 Q3	$356K	Hold	3,150	–	–	0.25%	62
2024 Q2	$356K	Hold	3,150	–	–	0.27%	61
2024 Q1	$328K	Buy	+3,150	New	+$319K	0.25%	62

Other funds holding XLK

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

LFS

Lighthouse Financial Services Brea, California $476M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VERITY Wealth Advisors's XLK Position: Q2 2026 in Review

VERITY Wealth Advisors increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 2.4% in Q2 2026, buying an estimated $12.8K and bringing the position to 3,225 shares worth $614K. The position accounts for 0.37% of the portfolio, ranked #48.

VERITY Wealth Advisors first reported a position in XLK in Q1 2024 and has held it in 10 quarters since. 754 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

VERITY Wealth Advisors held 3,225 shares of State Street Technology Select Sector SPDR ETF worth $614K as of Q2 2026.
VERITY Wealth Advisors bought 75 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $12.8K.
State Street Technology Select Sector SPDR ETF made up 0.37% of VERITY Wealth Advisors's portfolio in Q2 2026, its #48 holding.
VERITY Wealth Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2024 and has held it in 10 quarters since.
754 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on VERITY Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.