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Graves Light Lenhart Wealth’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Graves Light Lenhart Wealth’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
Q2 		$449K Buy
2,358
+16
+0.7% +$2.73K 0.04% 130
2026
Q1 		$311K Hold
2,342
– – 0.03% 149
2025
Q4 		$337K Hold
2,342
– – 0.04% 137
2025
Q3 		$330K Hold
2,342
– – 0.04% 143
2025
Q2 		$297K Sell
2,342
-376
-14% -$41.7K 0.04% 148
2025
Q1 		$281K Hold
2,718
– – 0.03% 147
2024
Q4 		$316K Hold
2,718
– – 0.04% 141
2024
Q3 		$307K Buy
2,718
+450
+20% +$49.4K 0.04% 146
2024
Q2 		$258K Sell
2,268
-98
-4% -$10.3K 0.03% 160
2024
Q1 		$246K Sell
2,366
-480
-17% -$48.5K 0.03% 160
2023
Q4 		$274K Hold
2,846
– – 0.03% 152
2023
Q3 		$239K Hold
2,846
– – 0.03% 156
2023
Q2 		$247K Hold
2,846
– – 0.03% 158
2023
Q1 		$215K Buy
+2,846
New +$196K 0.03% 154
2022
Q3 		– Sell
-2,634
Closed -$167K – 616
2022
Q2 		$167K Sell
2,634
-356
-12% -$24.8K 0.03% 182
2022
Q1 		$238K Hold
2,990
– – 0.03% 159
2021
Q4 		$260K Sell
2,990
-174
-5% -$14.3K 0.04% 166
2021
Q3 		$236K Buy
3,164
+2,306
+269% +$178K 0.04% 162
2021
Q2 		$63K Hold
858
– – 0.01% 350
2021
Q1 		$57K Buy
+858
New +$56.6K 0.01% 370

Other funds holding XLK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Graves Light Lenhart Wealth's XLK Position: Q2 2026 in Review

Graves Light Lenhart Wealth increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.68% in Q2 2026, buying an estimated $2.73K and bringing the position to 2,358 shares worth $449K. The position accounts for 0.04% of the portfolio, ranked #130.

Graves Light Lenhart Wealth first reported a position in XLK in Q1 2021 and has held it in 20 quarters since. 522 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Graves Light Lenhart Wealth held 2,358 shares of State Street Technology Select Sector SPDR ETF worth $449K as of Q2 2026.
  • Graves Light Lenhart Wealth bought 16 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $2.73K.
  • State Street Technology Select Sector SPDR ETF made up 0.04% of Graves Light Lenhart Wealth's portfolio in Q2 2026, its #130 holding.
  • Graves Light Lenhart Wealth first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2021 and has held it in 20 quarters since.
  • 522 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.