Vista Finance’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Vista Finance’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
2025 Q3	–	Sell	-21,450	Closed	-$2.72M	–	63
2025 Q2	$2.72M	Sell	21,450 -860	-4%	-$95.4K	2.34%	10
2025 Q1	$2.3M	Buy	22,310 +42	+0.2%	+$4.76K	2%	12
2024 Q4	$2.59M	Buy	+22,268	New	+$2.59M	2.66%	11
2022 Q1	–	Sell	-86,786	Closed	-$7.54M	–	94
2021 Q4	$7.54M	Buy	+86,786	New	+$7.15M	7.79%	1

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Vista Finance's XLK Position: Q3 2025 in Review

Vista Finance sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q3 2025, closing a stake of 21,450 shares — an estimated $2.72M sold.

Vista Finance first reported a position in XLK in Q4 2021 and held it in 4 quarters. The position peaked at $7.54M in Q4 2021. 2,285 funds tracked by Wall St. Rank hold XLK as of Q3 2025.

Vista Finance reported no remaining State Street Technology Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
Vista Finance sold 21,450 State Street Technology Select Sector SPDR ETF shares in Q3 2025, an estimated $2.72M.
Vista Finance first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and held it in 4 quarters.
Vista Finance's State Street Technology Select Sector SPDR ETF position peaked at $7.54M in Q4 2021.
2,285 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2025.

Based on Vista Finance's 13F filing for Q3 2025, filed 8 Oct 2025.