Kelman-Lazarov Inc’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Kelman-Lazarov Inc’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	$238K	Buy	+1,250	New	+$214K	0.03%	141
2026 Q1	–	Sell	-2,182	Closed	-$314K	–	145
2025 Q4	$314K	Buy	+2,182	New	+$315K	0.04%	113
2022 Q3	–	Sell	-3,250	Closed	-$207K	–	84
2022 Q2	$207K	Hold	3,250	–	–	0.07%	81
2022 Q1	$258K	Hold	3,250	–	–	0.09%	72
2021 Q4	$283K	Hold	3,250	–	–	0.09%	72
2021 Q3	$243K	Hold	3,250	–	–	0.09%	74
2021 Q2	$240K	Hold	3,250	–	–	0.08%	73
2021 Q1	$216K	Hold	3,250	–	–	0.08%	81
2020 Q4	$211K	Buy	+3,250	New	+$198K	0.08%	79
2020 Q2	–	Sell	-12,714	Closed	-$511K	–	81
2020 Q1	$511K	Sell	12,714 -10,066	-44%	-$459K	0.27%	41
2019 Q4	$1.04M	Sell	22,780 -386	-2%	-$16.5K	0.47%	35
2019 Q3	$933K	Sell	23,166 -700	-3%	-$28K	0.46%	39
2019 Q2	$931K	Hold	23,866	–	–	0.48%	38
2019 Q1	$883K	Sell	23,866 -4,000	-14%	-$137K	0.47%	40
2018 Q4	$864K	Sell	27,866 -3,020	-10%	-$102K	0.54%	44
2018 Q3	$1.16M	Sell	30,886 -2,346	-7%	-$86K	0.68%	40
2018 Q2	$1.15M	Sell	33,232 -1,500	-4%	-$51.5K	0.62%	44
2018 Q1	$1.14M	Hold	34,732	–	–	0.61%	47
2017 Q4	$1.11M	Sell	34,732 -2,214	-6%	-$69.4K	0.57%	52
2017 Q3	$1.09M	Sell	36,946 -600	-2%	-$17.3K	0.58%	53
2017 Q2	$1.03M	Sell	37,546 -200	-0.5%	-$5.5K	0.56%	55
2017 Q1	$1.01M	Sell	37,746 -300	-0.8%	-$7.73K	0.65%	48
2016 Q4	$920K	Hold	38,046	–	–	0.52%	55
2016 Q3	$903K	Hold	38,046	–	–	0.51%	59
2016 Q2	$827K	Sell	38,046 -504	-1%	-$10.9K	0.47%	65
2016 Q1	$862K	Buy	+38,550	New	+$797K	0.5%	59

Other funds holding XLK

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

Kelman-Lazarov Inc's XLK Position: Q2 2026 in Review

Kelman-Lazarov Inc opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q2 2026: 1,250 shares worth $238K. The stake represents 0.03% of the portfolio and ranks #141 among its holdings. This is a return to the name: Kelman-Lazarov Inc previously reported a position in XLK as recently as Q4 2025.

Kelman-Lazarov Inc first reported a position in XLK in Q1 2016 and has held it in 26 quarters since. The position peaked at $1.16M in Q3 2018. 2,671 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Kelman-Lazarov Inc held 1,250 shares of State Street Technology Select Sector SPDR ETF worth $238K as of Q2 2026.
State Street Technology Select Sector SPDR ETF was a new Kelman-Lazarov Inc position in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.03% of Kelman-Lazarov Inc's portfolio in Q2 2026, its #141 holding.
Kelman-Lazarov Inc first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2016 and has held it in 26 quarters since.
Kelman-Lazarov Inc's State Street Technology Select Sector SPDR ETF position peaked at $1.16M in Q3 2018.
2,671 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q2 2026, filed 10 Aug 2026.