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Joseph P. Lucia & Associates’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Joseph P. Lucia & 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 		$8.07M Sell
42,378
-645
-1% -$110K 2.43% 9
2026
Q1 		$5.72M Sell
43,023
-1,081
-2% -$152K 2.04% 12
2025
Q4 		$6.35M Sell
44,104
-2,272
-5% -$328K 2.29% 11
2025
Q3 		$6.54M Sell
46,376
-1,030
-2% -$136K 2.47% 10
2025
Q2 		$6M Sell
47,406
-832
-2% -$92.3K 2.46% 11
2025
Q1 		$4.98M Sell
48,238
-598
-1% -$67.8K 2.28% 11
2024
Q4 		$5.68M Sell
48,836
-1,342
-3% -$156K 2.52% 10
2024
Q3 		$5.66M Buy
50,178
+90
+0.2% +$9.88K 2.61% 9
2024
Q2 		$5.67M Sell
50,088
-662
-1% -$69.7K 2.9% 8
2024
Q1 		$5.28M Sell
50,750
-398
-0.8% -$40.2K 2.83% 7
2023
Q4 		$4.92M Sell
51,148
-346
-0.7% -$30.8K 3.06% 5
2023
Q3 		$4.22M Sell
51,494
-1,584
-3% -$136K 2.95% 7
2023
Q2 		$4.61M Sell
53,078
-600
-1% -$47.3K 3.09% 7
2023
Q1 		$4.05M Buy
53,678
+294
+0.6% +$20.2K 2.82% 7
2022
Q4 		$3.32M Sell
53,384
-1,250
-2% -$79.4K 2.49% 10
2022
Q3 		$3.25M Sell
54,634
-704
-1% -$48K 2.55% 9
2022
Q2 		$3.52M Sell
55,338
-242
-0.4% -$16.9K 2.48% 8
2022
Q1 		$4.42M Sell
55,580
-2,244
-4% -$176K 2.69% 8
2021
Q4 		$5.03M Buy
57,824
+174
+0.3% +$14.3K 3.2% 6
2021
Q3 		$4.3M Sell
57,650
-776
-1% -$59.9K 2.55% 6
2021
Q2 		$4.31M Buy
58,426
+1,736
+3% +$122K 2.58% 5
2021
Q1 		$3.77M Sell
56,690
-1,782
-3% -$118K 1.68% 7
2020
Q4 		$3.8M Sell
58,472
-1,794
-3% -$109K 2.65% 4
2020
Q3 		$3.52M Sell
60,266
-1,942
-3% -$110K 3.28% 5
2020
Q2 		$3.25M Sell
62,208
-98
-0.2% -$4.61K 2.92% 5
2020
Q1 		$2.5M Sell
62,306
-82
-0.1% -$3.74K 2.78% 5
2019
Q4 		$2.86M Sell
62,388
-220
-0.4% -$9.42K 2.6% 8
2019
Q3 		$2.52M Sell
62,608
-392
-0.6% -$15.7K 2.6% 7
2019
Q2 		$2.46M Buy
63,000
+39,228
+165% +$1.5M 2.58% 9
2019
Q1 		$906K Buy
+23,772
New +$813K 1.56% 20

Other funds holding XLK

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
APTFM
AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Joseph P. Lucia & Associates's XLK Position: Q2 2026 in Review

Joseph P. Lucia & Associates reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 1.5% in Q2 2026, selling an estimated $110K and leaving 42,378 shares worth $8.07M. The position accounts for 2.43% of the portfolio, ranked #9.

Joseph P. Lucia & Associates first reported a position in XLK in Q1 2019 and has held it in 30 quarters since. 2,664 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Joseph P. Lucia & Associates held 42,378 shares of State Street Technology Select Sector SPDR ETF worth $8.07M as of Q2 2026.
  • Joseph P. Lucia & Associates sold 645 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $110K.
  • State Street Technology Select Sector SPDR ETF made up 2.43% of Joseph P. Lucia & Associates's portfolio in Q2 2026, its #9 holding.
  • Joseph P. Lucia & Associates first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2019 and has held it in 30 quarters since.
  • 2,664 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.