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 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

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

Vise Technologies's XLK Position: Q1 2026 in Review

Vise Technologies held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q1 2026 at 39,114 shares worth $5.63M. The position accounts for 0.11% of the portfolio, ranked #151.

Vise Technologies first reported a position in XLK in Q4 2021 and has held it in 10 quarters since. 2,401 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Vise Technologies held 39,114 shares of State Street Technology Select Sector SPDR ETF worth $5.63M as of Q1 2026.
Vise Technologies left its State Street Technology Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Technology Select Sector SPDR ETF made up 0.11% of Vise Technologies's portfolio in Q1 2026, its #151 holding.
Vise Technologies first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and has held it in 10 quarters since.
2,401 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.