VMS Asset Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

VMS Asset 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 Q3	$25.6M	Buy	+130,792	New	+$24.1M	9.71%	1

Other funds holding XLK

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 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

ACM

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

GGS

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

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

VMS Asset Management's XLK Position: Q3 2026 in Review

VMS Asset Management opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q3 2026: 130,792 shares worth $25.6M. The stake represents 9.71% of the portfolio and ranks #1 among its holdings.

501 funds tracked by Wall St. Rank hold XLK as of Q3 2026.

VMS Asset Management held 130,792 shares of State Street Technology Select Sector SPDR ETF worth $25.6M as of Q3 2026.
State Street Technology Select Sector SPDR ETF was a new VMS Asset Management position in Q3 2026.
State Street Technology Select Sector SPDR ETF made up 9.71% of VMS Asset Management's portfolio in Q3 2026, its #1 holding.
501 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.

Based on VMS Asset Management's 13F filing for Q3 2026, filed 15 Oct 2026.