VIM
XLK icon

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

Vista Investment Management’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
Q1 		$1.72M Sell
12,924
-206
-2% -$29K 0.57% 56
2025
Q4 		$1.89M Sell
13,130
-50
-0.4% -$7.22K 0.62% 50
2025
Q3 		$1.86M Sell
13,180
-48
-0.4% -$6.36K 0.65% 47
2025
Q2 		$1.67M Sell
13,228
-8
-0.1% -$888 0.62% 51
2025
Q1 		$1.37M Sell
13,236
-106
-0.8% -$12K 0.53% 60
2024
Q4 		$1.55M Sell
13,342
-244
-2% -$28.4K 0.59% 55
2024
Q3 		$1.53M Sell
13,586
-6
-0% -$659 0.58% 58
2024
Q2 		$1.54M Sell
13,592
-58
-0.4% -$6.11K 0.62% 51
2024
Q1 		$1.42M Sell
13,650
-48
-0.4% -$4.85K 0.58% 54
2023
Q4 		$1.32M Sell
13,698
-62
-0.5% -$5.52K 0.61% 51
2023
Q3 		$1.13M Sell
13,760
-134
-1% -$11.5K 0.59% 58
2023
Q2 		$1.21M Sell
13,894
-268
-2% -$21.1K 0.61% 55
2023
Q1 		$1.07M Sell
14,162
-224
-2% -$15.4K 0.57% 60
2022
Q4 		$895K Sell
14,386
-228
-2% -$14.5K 0.51% 68
2022
Q3 		$868K Sell
14,614
-76
-0.5% -$5.19K 0.53% 62
2022
Q2 		$934K Sell
14,690
-2,752
-16% -$192K 0.56% 59
2022
Q1 		$1.39M Sell
17,442
-74
-0.4% -$5.81K 0.76% 41
2021
Q4 		$1.52M Sell
17,516
-664
-4% -$54.7K 0.83% 38
2021
Q3 		$1.36M Hold
18,180
– – 0.8% 41
2021
Q2 		$1.34M Sell
18,180
-128
-0.7% -$8.97K 0.79% 42
2021
Q1 		$1.22M Sell
18,308
-570
-3% -$37.6K 0.76% 44
2020
Q4 		$1.23M Sell
18,878
-88
-0.5% -$5.36K 0.82% 42
2020
Q3 		$1.11M Sell
18,966
-54
-0.3% -$3.05K 0.84% 39
2020
Q2 		$994K Buy
19,020
+1,284
+7% +$60.4K 0.85% 42
2020
Q1 		$713K Hold
17,736
– – 0.73% 45
2019
Q4 		$813K Hold
17,736
– – 0.61% 57
2019
Q3 		$714K Buy
17,736
+46
+0.3% +$1.84K 0.59% 61
2019
Q2 		$690K Sell
17,690
-174
-1% -$6.63K 0.58% 63
2019
Q1 		$661K Hold
17,864
– – 0.58% 59
2018
Q4 		$554K Sell
17,864
-200
-1% -$6.76K 0.57% 62
2018
Q3 		$680K Sell
18,064
-650
-3% -$23.8K 0.6% 64
2018
Q2 		$650K Buy
18,714
+60
+0.3% +$2.06K 0.64% 60
2018
Q1 		$610K Sell
18,654
-600
-3% -$20.2K 0.64% 62
2017
Q4 		$616K Buy
+19,254
New +$604K 0.64% 60

Other funds holding XLK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Vista Investment Management's XLK Position: Q1 2026 in Review

Vista Investment Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 1.6% in Q1 2026, selling an estimated $29K and leaving 12,924 shares worth $1.72M. The position accounts for 0.57% of the portfolio, ranked #56.

Vista Investment Management first reported a position in XLK in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.89M in Q4 2025. 2,406 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

  • Vista Investment Management held 12,924 shares of State Street Technology Select Sector SPDR ETF worth $1.72M as of Q1 2026.
  • Vista Investment Management sold 206 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $29K.
  • State Street Technology Select Sector SPDR ETF made up 0.57% of Vista Investment Management's portfolio in Q1 2026, its #56 holding.
  • Vista Investment Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2017 and has held it in 34 quarters since.
  • Vista Investment Management's State Street Technology Select Sector SPDR ETF position peaked at $1.89M in Q4 2025.
  • 2,406 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Vista Investment Management's 13F filing for Q1 2026, filed 15 May 2026.