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

ViaWealth’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	$624K	Hold	3,275	–	–	0.31%	98
2026 Q1	$435K	Sell	3,275 -135	-4%	-$19K	0.24%	108
2025 Q4	$491K	Sell	3,410 -2	-0.1%	-$289	0.28%	99
2025 Q3	$481K	Sell	3,412 -24	-0.7%	-$3.18K	0.26%	100
2025 Q2	$435K	Sell	3,436 -4	-0.1%	-$444	0.26%	112
2025 Q1	$355K	Buy	3,440 +182	+6%	+$20.6K	0.22%	120
2024 Q4	$379K	Sell	3,258 -36	-1%	-$4.19K	0.23%	118
2024 Q3	$372K	Buy	3,294 +1,446	+78%	+$159K	0.22%	122
2024 Q2	$209K	Buy	+1,848	New	+$195K	0.13%	148

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

ViaWealth's XLK Position: Q2 2026 in Review

ViaWealth held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 3,275 shares worth $624K. The position accounts for 0.31% of the portfolio, ranked #98.

ViaWealth first reported a position in XLK in Q2 2024 and has held it in 9 quarters since. 2,667 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

ViaWealth held 3,275 shares of State Street Technology Select Sector SPDR ETF worth $624K as of Q2 2026.
ViaWealth left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.31% of ViaWealth's portfolio in Q2 2026, its #98 holding.
ViaWealth first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2024 and has held it in 9 quarters since.
2,667 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

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