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

Vermillion 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	$1.12M	Sell	5,880 -4,324	-42%	-$739K	0.26%	53
2026 Q1	$1.36M	Buy	10,204 +3,595	+54%	+$507K	0.53%	28
2025 Q4	$951K	Buy	6,609 +555	+9%	+$80.2K	0.39%	35
2025 Q3	$853K	Buy	6,054 +24	+0.4%	+$3.18K	0.23%	55
2025 Q2	$764K	Sell	6,030 -42	-0.7%	-$4.66K	0.36%	35
2025 Q1	$627K	Sell	6,072 -8	-0.1%	-$907	0.18%	63
2024 Q4	$707K	Buy	+6,080	New	+$707K	0.36%	36

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

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

Vermillion Wealth Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 42% in Q2 2026, selling an estimated $739K and leaving 5,880 shares worth $1.12M. The position accounts for 0.26% of the portfolio, ranked #53.

Vermillion Wealth Management first reported a position in XLK in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.36M in Q1 2026. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Vermillion Wealth Management held 5,880 shares of State Street Technology Select Sector SPDR ETF worth $1.12M as of Q2 2026.
Vermillion Wealth Management sold 4,324 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $739K.
State Street Technology Select Sector SPDR ETF made up 0.26% of Vermillion Wealth Management's portfolio in Q2 2026, its #53 holding.
Vermillion Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Vermillion Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $1.36M in Q1 2026.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

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