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 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

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

ViaWealth's XLK Position: Q1 2026 in Review

ViaWealth reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 4% in Q1 2026, selling an estimated $19K and leaving 3,275 shares worth $435K. The position accounts for 0.24% of the portfolio, ranked #108.

ViaWealth first reported a position in XLK in Q2 2024 and has held it in 8 quarters since. The position peaked at $491K in Q4 2025. 2,402 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

ViaWealth held 3,275 shares of State Street Technology Select Sector SPDR ETF worth $435K as of Q1 2026.
ViaWealth sold 135 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $19K.
State Street Technology Select Sector SPDR ETF made up 0.24% of ViaWealth's portfolio in Q1 2026, its #108 holding.
ViaWealth first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2024 and has held it in 8 quarters since.
ViaWealth's State Street Technology Select Sector SPDR ETF position peaked at $491K in Q4 2025.
2,402 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on ViaWealth's 13F filing for Q1 2026, filed 11 May 2026.