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

Vestia Personal 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 Q1	$346K	Hold	2,600	–	–	0.16%	75
2025 Q4	$374K	Hold	2,600	–	–	0.19%	68
2025 Q3	$366K	Hold	2,600	–	–	0.21%	67
2025 Q2	$329K	Hold	2,600	–	–	0.23%	67
2025 Q1	$268K	Hold	2,600	–	–	0.21%	72
2024 Q4	$302K	Hold	2,600	–	–	0.25%	62
2024 Q3	$293K	Hold	2,600	–	–	0.28%	59
2024 Q2	$294K	Buy	+2,600	New	+$274K	0.31%	52

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

Vestia Personal Wealth Advisors's XLK Position: Q1 2026 in Review

Vestia Personal Wealth Advisors held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q1 2026 at 2,600 shares worth $346K. The position accounts for 0.16% of the portfolio, ranked #75.

Vestia Personal Wealth Advisors first reported a position in XLK in Q2 2024 and has held it in 8 quarters since. The position peaked at $374K in Q4 2025. 2,406 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Vestia Personal Wealth Advisors held 2,600 shares of State Street Technology Select Sector SPDR ETF worth $346K as of Q1 2026.
Vestia Personal Wealth Advisors left its State Street Technology Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Technology Select Sector SPDR ETF made up 0.16% of Vestia Personal Wealth Advisors's portfolio in Q1 2026, its #75 holding.
Vestia Personal Wealth Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2024 and has held it in 8 quarters since.
Vestia Personal Wealth Advisors's State Street Technology Select Sector SPDR ETF position peaked at $374K in Q4 2025.
2,406 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Vestia Personal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.