Lantern Wealth Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Lantern Wealth Advisors’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 Q3	$1.35M	Buy	6,901 +701	+11%	+$129K	0.58%	46
2026 Q2	$1.18M	Hold	6,200	–	–	0.54%	47
2026 Q1	$824K	Hold	6,200	–	–	0.42%	60
2025 Q4	$893K	Hold	6,200	–	–	0.47%	56
2025 Q3	$874K	Sell	6,200 -4,632	-43%	-$613K	0.46%	52
2025 Q2	$1.37M	Buy	+10,832	New	+$1.2M	0.82%	38
2024 Q4	$1.24M	Buy	10,650 +6	+0.1%	+$698	0.8%	37
2024 Q3	$1.2M	Sell	10,644 -184	-2%	-$20.2K	0.83%	36
2024 Q2	$1.22M	Sell	10,828 -504	-4%	-$53.1K	0.89%	35
2024 Q1	$1.18M	Buy	11,332 +496	+5%	+$50.2K	0.83%	34
2023 Q4	$1.04M	Buy	+10,836	New	+$965K	0.82%	34

Other funds holding XLK

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Bar Harbor Wealth Management Concord, New Hampshire $1.82B AUM 24.36% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Trek Financial Scottsdale, Arizona $2.16B AUM 42.56% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

Lantern Wealth Advisors's XLK Position: Q3 2026 in Review

Lantern Wealth Advisors increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 11% in Q3 2026, buying an estimated $129K and bringing the position to 6,901 shares worth $1.35M. The position accounts for 0.58% of the portfolio, ranked #46.

Lantern Wealth Advisors first reported a position in XLK in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.37M in Q2 2025. 1,282 funds tracked by Wall St. Rank hold XLK as of Q3 2026.

Lantern Wealth Advisors held 6,901 shares of State Street Technology Select Sector SPDR ETF worth $1.35M as of Q3 2026.
Lantern Wealth Advisors bought 701 State Street Technology Select Sector SPDR ETF shares in Q3 2026, an estimated $129K.
State Street Technology Select Sector SPDR ETF made up 0.58% of Lantern Wealth Advisors's portfolio in Q3 2026, its #46 holding.
Lantern Wealth Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
Lantern Wealth Advisors's State Street Technology Select Sector SPDR ETF position peaked at $1.37M in Q2 2025.
1,282 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.

Based on Lantern Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.