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J. Derek Lewis & Associates’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

J. Derek Lewis & Associates’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 		$265K Buy
+1,392
New +$238K 0.05% 154

Other funds holding XLK

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

J. Derek Lewis & Associates's XLK Position: Q2 2026 in Review

J. Derek Lewis & Associates opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q2 2026: 1,392 shares worth $265K. The stake represents 0.05% of the portfolio and ranks #154 among its holdings.

1,836 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • J. Derek Lewis & Associates held 1,392 shares of State Street Technology Select Sector SPDR ETF worth $265K as of Q2 2026.
  • State Street Technology Select Sector SPDR ETF was a new J. Derek Lewis & Associates position in Q2 2026.
  • State Street Technology Select Sector SPDR ETF made up 0.05% of J. Derek Lewis & Associates's portfolio in Q2 2026, its #154 holding.
  • 1,836 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.