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Virginia Estate & Retirement Planning Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Virginia Estate & Retirement Planning 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 		$45.8K Buy
336
+125
+59% +$21.4K 0.06% 48
2026
Q1 		$23.4K Buy
+211
New +$29.7K 0.04% 57

Other funds holding XLK

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Virginia Estate & Retirement Planning Advisors's XLK Position: Q2 2026 in Review

Virginia Estate & Retirement Planning Advisors increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 59% in Q2 2026, buying an estimated $21.4K and bringing the position to 336 shares worth $45.8K. The position accounts for 0.06% of the portfolio, ranked #48.

Virginia Estate & Retirement Planning Advisors first reported a position in XLK in Q1 2026 and has held it in 2 quarters since. 2,628 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Virginia Estate & Retirement Planning Advisors held 336 shares of State Street Technology Select Sector SPDR ETF worth $45.8K as of Q2 2026.
  • Virginia Estate & Retirement Planning Advisors bought 125 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $21.4K.
  • State Street Technology Select Sector SPDR ETF made up 0.06% of Virginia Estate & Retirement Planning Advisors's portfolio in Q2 2026, its #48 holding.
  • Virginia Estate & Retirement Planning Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
  • 2,628 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Virginia Estate & Retirement Planning Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.