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

VestGen 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	$4.4M	Sell	23,081 -4,943	-18%	-$845K	0.13%	160
2026 Q1	$4.91M	Buy	28,024 +7,089	+34%	+$999K	0.13%	138
2025 Q4	$3.01M	Sell	20,935 -16,165	-44%	-$2.33M	0.13%	165
2025 Q3	$5.23M	Sell	37,100 -39,514	-52%	-$5.23M	0.17%	127
2025 Q2	$9.89M	Sell	76,614 -1,868	-2%	-$207K	0.39%	53
2025 Q1	$8.1M	Buy	+78,482	New	+$8.9M	0.37%	61

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

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

VestGen Advisors's XLK Position: Q2 2026 in Review

VestGen Advisors reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 18% in Q2 2026, selling an estimated $845K and leaving 23,081 shares worth $4.4M. The position accounts for 0.13% of the portfolio, ranked #160.

VestGen Advisors first reported a position in XLK in Q1 2025 and has held it in 6 quarters since. The position peaked at $9.89M in Q2 2025. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

VestGen Advisors held 23,081 shares of State Street Technology Select Sector SPDR ETF worth $4.4M as of Q2 2026.
VestGen Advisors sold 4,943 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $845K.
State Street Technology Select Sector SPDR ETF made up 0.13% of VestGen Advisors's portfolio in Q2 2026, its #160 holding.
VestGen Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
VestGen Advisors's State Street Technology Select Sector SPDR ETF position peaked at $9.89M in Q2 2025.
2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.