Vivid Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Vivid Wealth 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	$3.68M	Sell	27,708 -74	-0.3%	-$10.4K	1.49%	11
2025 Q4	$4M	Sell	27,782 -678	-2%	-$97.9K	1.55%	11
2025 Q3	$4.01M	Sell	28,460 -7,024	-20%	-$930K	1.59%	11
2025 Q2	$4.49M	Sell	35,484 -1,396	-4%	-$155K	1.97%	8
2025 Q1	$3.81M	Sell	36,880 -614	-2%	-$69.6K	1.91%	9
2024 Q4	$4.36M	Buy	37,494 +104	+0.3%	+$12.1K	2.21%	9
2024 Q3	$4.22M	Sell	37,390 -736	-2%	-$80.8K	2.2%	9
2024 Q2	$4.31M	Sell	38,126 -13,724	-26%	-$1.45M	2.41%	7
2024 Q1	$5.4M	Sell	51,850 -456	-0.9%	-$46.1K	3.38%	5
2023 Q4	$5.03M	Buy	+52,306	New	+$4.66M	3.42%	5

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

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

Vivid Wealth Management's XLK Position: Q1 2026 in Review

Vivid Wealth Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.27% in Q1 2026, selling an estimated $10.4K and leaving 27,708 shares worth $3.68M. The position accounts for 1.49% of the portfolio, ranked #11.

Vivid Wealth Management first reported a position in XLK in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.4M in Q1 2024. 2,401 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Vivid Wealth Management held 27,708 shares of State Street Technology Select Sector SPDR ETF worth $3.68M as of Q1 2026.
Vivid Wealth Management sold 74 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $10.4K.
State Street Technology Select Sector SPDR ETF made up 1.49% of Vivid Wealth Management's portfolio in Q1 2026, its #11 holding.
Vivid Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2023 and has held it in 10 quarters since.
Vivid Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $5.4M in Q1 2024.
2,401 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Vivid Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.