Lake Hills Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Lake Hills Wealth 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 Q2	$9.28M	Sell	48,683 -5,686	-10%	-$972K	4.22%	9
2026 Q1	$7.23M	Buy	+54,369	New	+$7.66M	4.04%	8

Other funds holding XLK

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

Lake Hills Wealth Management's XLK Position: Q2 2026 in Review

Lake Hills Wealth Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 10% in Q2 2026, selling an estimated $972K and leaving 48,683 shares worth $9.28M. The position accounts for 4.22% of the portfolio, ranked #9.

Lake Hills Wealth Management first reported a position in XLK in Q1 2026 and has held it in 2 quarters since. 1,299 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Lake Hills Wealth Management held 48,683 shares of State Street Technology Select Sector SPDR ETF worth $9.28M as of Q2 2026.
Lake Hills Wealth Management sold 5,686 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $972K.
State Street Technology Select Sector SPDR ETF made up 4.22% of Lake Hills Wealth Management's portfolio in Q2 2026, its #9 holding.
Lake Hills Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
1,299 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Lake Hills Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.