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

Lakeridge 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	$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

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

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

Lighthouse Financial Services Brea, California $476M AUM

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return