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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lantern Wealth Advisors's XLK Position: Q1 2026 in Review

Lantern Wealth Advisors held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q1 2026 at 6,200 shares worth $824K. The position accounts for 0.42% of the portfolio, ranked #60.

Lantern Wealth Advisors first reported a position in XLK in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.37M in Q2 2025. 2,400 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Lantern Wealth Advisors held 6,200 shares of State Street Technology Select Sector SPDR ETF worth $824K as of Q1 2026.
Lantern Wealth Advisors left its State Street Technology Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Technology Select Sector SPDR ETF made up 0.42% of Lantern Wealth Advisors's portfolio in Q1 2026, its #60 holding.
Lantern Wealth Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2023 and has held it in 9 quarters since.
Lantern Wealth Advisors's State Street Technology Select Sector SPDR ETF position peaked at $1.37M in Q2 2025.
2,400 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Lantern Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.