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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$895K Buy
4,695
+2,634
+128% +$450K 0.33% 62
2026
Q1
$274K Buy
2,061
+1
+0% +$141 0.12% 137
2025
Q4
$297K Buy
2,060
+2
+0.1% +$289 0.13% 129
2025
Q3
$290K Sell
2,058
-2,732
-57% -$362K 0.13% 122
2025
Q2
$607K Sell
4,790
-108
-2% -$12K 0.28% 69
2025
Q1
$506K Buy
4,898
+110
+2% +$12.5K 0.25% 82
2024
Q4
$557K Buy
4,788
+102
+2% +$11.9K 0.29% 74
2024
Q3
$529K Buy
4,686
+422
+10% +$46.3K 0.29% 73
2024
Q2
$482K Buy
4,264
+662
+18% +$69.7K 0.29% 71
2024
Q1
$375K Buy
3,602
+316
+10% +$32K 0.24% 81
2023
Q4
$316K Buy
+3,286
New +$293K 0.23% 87

Other funds holding XLK

Lakeridge Wealth Management's XLK Position: Q2 2026 in Review

Lakeridge Wealth Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 128% in Q2 2026, buying an estimated $450K and bringing the position to 4,695 shares worth $895K. The position accounts for 0.33% of the portfolio, ranked #62.

Lakeridge Wealth Management first reported a position in XLK in Q4 2023 and has held it in 11 quarters since. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Lakeridge Wealth Management held 4,695 shares of State Street Technology Select Sector SPDR ETF worth $895K as of Q2 2026.
  • Lakeridge Wealth Management bought 2,634 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $450K.
  • State Street Technology Select Sector SPDR ETF made up 0.33% of Lakeridge Wealth Management's portfolio in Q2 2026, its #62 holding.
  • Lakeridge Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.