Verum Partners’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Verum Partners’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	$3.72M	Buy	19,540 +569	+3%	+$97.2K	0.56%	36
2026 Q1	$2.52M	Sell	18,971 -1,374	-7%	-$194K	0.48%	38
2025 Q4	$2.93M	Buy	20,345 +269	+1%	+$38.8K	0.59%	37
2025 Q3	$2.83M	Buy	20,076 +24	+0.1%	+$3.18K	0.6%	37
2025 Q2	$2.54M	Buy	20,052 +28	+0.1%	+$3.11K	0.58%	36
2025 Q1	$2.07M	Sell	20,024 -16	-0.1%	-$1.81K	0.56%	34
2024 Q4	$2.33M	Buy	20,040 +810	+4%	+$94.2K	0.67%	31
2024 Q3	$2.17M	Sell	19,230 -526	-3%	-$57.7K	0.64%	29
2024 Q2	$2.23M	Buy	19,756 +252	+1%	+$26.5K	0.72%	30
2024 Q1	$2.03M	Buy	19,504 +22	+0.1%	+$2.23K	0.72%	35
2023 Q4	$1.88M	Buy	19,482 +28	+0.1%	+$2.49K	0.74%	37
2023 Q3	$1.59M	Buy	+19,454	New	+$1.67M	0.71%	41

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

Verum Partners's XLK Position: Q2 2026 in Review

Verum Partners increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 3% in Q2 2026, buying an estimated $97.2K and bringing the position to 19,540 shares worth $3.72M. The position accounts for 0.56% of the portfolio, ranked #36.

Verum Partners first reported a position in XLK in Q3 2023 and has held it in 12 quarters since. 731 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Verum Partners held 19,540 shares of State Street Technology Select Sector SPDR ETF worth $3.72M as of Q2 2026.
Verum Partners bought 569 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $97.2K.
State Street Technology Select Sector SPDR ETF made up 0.56% of Verum Partners's portfolio in Q2 2026, its #36 holding.
Verum Partners first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2023 and has held it in 12 quarters since.
731 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Verum Partners's 13F filing for Q2 2026, filed 22 Jul 2026.