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

Vise Technologies’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	$14M	Buy	73,695 +34,581	+88%	+$5.91M	0.16%	120
2026 Q1	$5.63M	Hold	39,114	–	–	0.11%	151
2025 Q4	$5.63M	Buy	39,114 +8,936	+30%	+$1.29M	0.11%	151
2025 Q3	$4.25M	Sell	30,178 -5,276	-15%	-$699K	0.16%	133
2025 Q2	$4.49M	Buy	+35,454	New	+$3.93M	0.19%	116
2024 Q4	$291K	Buy	2,502 +310	+14%	+$36.1K	0.02%	608
2024 Q3	$247K	Hold	2,192	–	–	0.03%	513
2024 Q2	$248K	Sell	2,192 -314	-13%	-$33.1K	0.04%	354
2024 Q1	$261K	Buy	+2,506	New	+$253K	0.05%	314
2022 Q2	–	Sell	-2,634	Closed	-$209K	–	325
2022 Q1	$209K	Buy	2,634 +160	+6%	+$12.6K	0.08%	233
2021 Q4	$215K	Buy	+2,474	New	+$204K	0.06%	127

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 22.9% 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

Vise Technologies's XLK Position: Q2 2026 in Review

Vise Technologies increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 88% in Q2 2026, buying an estimated $5.91M and bringing the position to 73,695 shares worth $14M. The position accounts for 0.16% of the portfolio, ranked #120.

Vise Technologies first reported a position in XLK in Q4 2021 and has held it in 11 quarters since. 2,671 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Vise Technologies held 73,695 shares of State Street Technology Select Sector SPDR ETF worth $14M as of Q2 2026.
Vise Technologies bought 34,581 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $5.91M.
State Street Technology Select Sector SPDR ETF made up 0.16% of Vise Technologies's portfolio in Q2 2026, its #120 holding.
Vise Technologies first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and has held it in 11 quarters since.
2,671 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

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