Visionary Wealth Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Visionary Wealth 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	$19.2M	Buy	100,599 +6,765	+7%	+$1.16M	0.76%	28
2026 Q1	$12.5M	Sell	93,834 -19,233	-17%	-$2.71M	0.55%	46
2025 Q4	$16.3M	Sell	113,067 -7,971	-7%	-$1.15M	0.73%	36
2025 Q3	$17.1M	Buy	121,038 +7,122	+6%	+$943K	0.8%	33
2025 Q2	$14.4M	Buy	113,916 +17,006	+18%	+$1.89M	0.74%	34
2025 Q1	$10M	Buy	96,910 +4,970	+5%	+$563K	0.6%	44
2024 Q4	$10.7M	Sell	91,940 -59,510	-39%	-$6.92M	0.63%	40
2024 Q3	$17.1M	Sell	151,450 -364	-0.2%	-$40K	1.04%	17
2024 Q2	$17.2M	Buy	151,814 +3,872	+3%	+$408K	1.12%	15
2024 Q1	$15.4M	Buy	147,942 +63,784	+76%	+$6.45M	1.04%	17
2023 Q4	$8.1M	Sell	84,158 -14,734	-15%	-$1.31M	0.6%	41
2023 Q3	$8.11M	Sell	98,892 -2,966	-3%	-$254K	0.66%	37
2023 Q2	$8.85M	Sell	101,858 -16,766	-14%	-$1.32M	0.71%	32
2023 Q1	$8.96M	Sell	118,624 -35,148	-23%	-$2.42M	0.76%	32
2022 Q4	$9.57M	Buy	153,772 +21,230	+16%	+$1.35M	0.88%	27
2022 Q3	$7.87M	Buy	132,542 +19,194	+17%	+$1.31M	0.82%	30
2022 Q2	$7.2M	Sell	113,348 -8,052	-7%	-$561K	0.65%	39
2022 Q1	$9.65M	Sell	121,400 -24,212	-17%	-$1.9M	0.78%	31
2021 Q4	$12.7M	Buy	145,612 +35,614	+32%	+$2.93M	1.04%	25
2021 Q3	$8.21M	Sell	109,998 -16,500	-13%	-$1.27M	0.85%	32
2021 Q2	$9.34M	Sell	126,498 -4,286	-3%	-$300K	0.94%	28
2021 Q1	$8.69M	Sell	130,784 -5,626	-4%	-$371K	0.91%	26
2020 Q4	$8.87M	Sell	136,410 -26,726	-16%	-$1.63M	0.99%	26
2020 Q3	$9.52M	Buy	163,136 +24,728	+18%	+$1.4M	1.34%	21
2020 Q2	$7.23M	Buy	138,408 +31,194	+29%	+$1.47M	1.1%	24
2020 Q1	$4.31M	Buy	107,214 +69,860	+187%	+$3.19M	0.81%	39
2019 Q4	$1.71M	Buy	+37,354	New	+$1.6M	0.31%	76

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

Visionary Wealth Advisors's XLK Position: Q2 2026 in Review

Visionary Wealth Advisors increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 7.2% in Q2 2026, buying an estimated $1.16M and bringing the position to 100,599 shares worth $19.2M. The position accounts for 0.76% of the portfolio, ranked #28.

Visionary Wealth Advisors first reported a position in XLK in Q4 2019 and has held it in 27 quarters since. 2,654 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Visionary Wealth Advisors held 100,599 shares of State Street Technology Select Sector SPDR ETF worth $19.2M as of Q2 2026.
Visionary Wealth Advisors bought 6,765 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $1.16M.
State Street Technology Select Sector SPDR ETF made up 0.76% of Visionary Wealth Advisors's portfolio in Q2 2026, its #28 holding.
Visionary Wealth Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2019 and has held it in 27 quarters since.
2,654 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.