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

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

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

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. 2,660 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.
2,660 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.