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

Vickerman Investment 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	$64.6M	Buy	339,185 +25,716	+8%	+$4.39M	12.55%	1
2026 Q1	$41.7M	Buy	313,469 +14,798	+5%	+$2.09M	8.76%	3
2025 Q4	$43M	Buy	298,671 +6,277	+2%	+$907K	8.59%	2
2025 Q3	$41.2M	Buy	292,394 +8,154	+3%	+$1.08M	8.33%	2
2025 Q2	$36M	Buy	284,240 +24,360	+9%	+$2.7M	7.73%	3
2025 Q1	$26.8M	Buy	259,880 +38,196	+17%	+$4.33M	6.08%	4
2024 Q4	$25.8M	Sell	221,684 -6,118	-3%	-$712K	7%	3
2024 Q3	$25.7M	Sell	227,802 -168	-0.1%	-$18.4K	7.56%	3
2024 Q2	$25.8M	Sell	227,970 -96,126	-30%	-$10.1M	8.28%	3
2024 Q1	$33.7M	Sell	324,096 -538	-0.2%	-$54.4K	10.89%	1
2023 Q4	$31.2M	Sell	324,634 -15,154	-4%	-$1.35M	10.65%	1
2023 Q3	$27.9M	Sell	339,788 -6,388	-2%	-$548K	11.37%	1
2023 Q2	$30.1M	Sell	346,176 -1,710	-0.5%	-$135K	11.76%	1
2023 Q1	$26.3M	Buy	347,886 +4,440	+1%	+$306K	10.36%	1
2022 Q4	$21.4M	Buy	343,446 +528	+0.2%	+$33.5K	9.7%	1
2022 Q3	$20.4M	Buy	342,918 +19,930	+6%	+$1.36M	9.83%	1
2022 Q2	$20.5M	Buy	322,988 +15,946	+5%	+$1.11M	9.72%	1
2022 Q1	$21.6M	Buy	307,042 +25,946	+9%	+$2.04M	9.58%	1
2021 Q4	$24.4M	Buy	281,096 +23,358	+9%	+$1.92M	9.86%	1
2021 Q3	$19.2M	Buy	+257,738	New	+$19.9M	7.69%	1

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vickerman Investment Advisors's XLK Position: Q2 2026 in Review

Vickerman Investment Advisors increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 8.2% in Q2 2026, buying an estimated $4.39M and bringing the position to 339,185 shares worth $64.6M. The position accounts for 12.55% of the portfolio, ranked #1.

Vickerman Investment Advisors first reported a position in XLK in Q3 2021 and has held it in 20 quarters since. 2,644 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Vickerman Investment Advisors held 339,185 shares of State Street Technology Select Sector SPDR ETF worth $64.6M as of Q2 2026.
Vickerman Investment Advisors bought 25,716 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $4.39M.
State Street Technology Select Sector SPDR ETF made up 12.55% of Vickerman Investment Advisors's portfolio in Q2 2026, its #1 holding.
Vickerman Investment Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2021 and has held it in 20 quarters since.
2,644 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Vickerman Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.