VisionPoint Advisory Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

VisionPoint Advisory Group’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	$924K	Sell	4,848 -108	-2%	-$18.5K	0.15%	155
2026 Q1	$659K	Sell	4,956 -1,763	-26%	-$248K	0.12%	188
2025 Q4	$967K	Buy	6,719 +749	+13%	+$108K	0.19%	119
2025 Q3	$841K	Sell	5,970 -610	-9%	-$80.8K	0.17%	137
2025 Q2	$833K	Buy	6,580 +4,642	+240%	+$515K	0.18%	128
2025 Q1	$200K	Buy	+1,938	New	+$220K	0.07%	198
2024 Q3	–	Sell	-344	Closed	-$38.9K	–	796
2024 Q2	$38.9K	Sell	344 -2	-0.6%	-$211	0.01%	310
2024 Q1	$36K	Buy	346 +166	+92%	+$16.8K	0.01%	312
2023 Q4	$17.3K	Sell	180 -17,180	-99%	-$1.53M	0.01%	368
2023 Q3	$1.42M	Buy	17,360 +17,180	+9,544%	+$1.47M	0.61%	50
2023 Q2	$15.6K	Buy	+180	New	+$14.2K	0.01%	329
2021 Q1	–	Sell	-12,456	Closed	-$810K	–	147
2020 Q4	$810K	Buy	+12,456	New	+$759K	0.41%	56

Other funds holding XLK

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

LFS

Lighthouse Financial Services Brea, California $476M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

VisionPoint Advisory Group's XLK Position: Q2 2026 in Review

VisionPoint Advisory Group reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 2.2% in Q2 2026, selling an estimated $18.5K and leaving 4,848 shares worth $924K. The position accounts for 0.15% of the portfolio, ranked #155.

VisionPoint Advisory Group first reported a position in XLK in Q4 2020 and has held it in 12 quarters since. The position peaked at $1.42M in Q3 2023. 522 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

VisionPoint Advisory Group held 4,848 shares of State Street Technology Select Sector SPDR ETF worth $924K as of Q2 2026.
VisionPoint Advisory Group sold 108 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $18.5K.
State Street Technology Select Sector SPDR ETF made up 0.15% of VisionPoint Advisory Group's portfolio in Q2 2026, its #155 holding.
VisionPoint Advisory Group first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2020 and has held it in 12 quarters since.
VisionPoint Advisory Group's State Street Technology Select Sector SPDR ETF position peaked at $1.42M in Q3 2023.
522 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.