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 Q3	$883K	Sell	4,509 -339	-7%	-$62.6K	0.14%	160
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

Bar Harbor Wealth Management Concord, New Hampshire $1.82B AUM 24.36% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return

VisionPoint Advisory Group's XLK Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 7% in Q3 2026, selling an estimated $62.6K and leaving 4,509 shares worth $883K. The position accounts for 0.14% of the portfolio, ranked #160.

VisionPoint Advisory Group first reported a position in XLK in Q4 2020 and has held it in 13 quarters since. The position peaked at $1.42M in Q3 2023. 791 funds tracked by Wall St. Rank hold XLK as of Q3 2026.

VisionPoint Advisory Group held 4,509 shares of State Street Technology Select Sector SPDR ETF worth $883K as of Q3 2026.
VisionPoint Advisory Group sold 339 State Street Technology Select Sector SPDR ETF shares in Q3 2026, an estimated $62.6K.
State Street Technology Select Sector SPDR ETF made up 0.14% of VisionPoint Advisory Group's portfolio in Q3 2026, its #160 holding.
VisionPoint Advisory Group first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2020 and has held it in 13 quarters since.
VisionPoint Advisory Group's State Street Technology Select Sector SPDR ETF position peaked at $1.42M in Q3 2023.
791 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.