Lathrop Investment Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Lathrop Investment 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	$263K	Buy	+1,381	New	+$236K	0.05%	82
2022 Q1	–	Sell	-2,752	Closed	-$239K	–	75
2021 Q4	$239K	Hold	2,752	–	–	0.05%	69
2021 Q3	$205K	Sell	2,752 -132	-5%	-$10.2K	0.04%	70
2021 Q2	$213K	Sell	2,884 -988	-26%	-$69.2K	0.04%	72
2021 Q1	$257K	Sell	3,872 -526	-12%	-$34.7K	0.06%	67
2020 Q4	$286K	Sell	4,398 -3,350	-43%	-$204K	0.07%	62
2020 Q3	$452K	Buy	+7,748	New	+$438K	0.13%	48

Other funds holding XLK

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lathrop Investment Management's XLK Position: Q2 2026 in Review

Lathrop Investment Management opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q2 2026: 1,381 shares worth $263K. The stake represents 0.05% of the portfolio and ranks #82 among its holdings. This is a return to the name: Lathrop Investment Management previously reported a position in XLK as recently as Q4 2021.

Lathrop Investment Management first reported a position in XLK in Q3 2020 and has held it in 7 quarters since. The position peaked at $452K in Q3 2020. 2,667 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Lathrop Investment Management held 1,381 shares of State Street Technology Select Sector SPDR ETF worth $263K as of Q2 2026.
State Street Technology Select Sector SPDR ETF was a new Lathrop Investment Management position in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.05% of Lathrop Investment Management's portfolio in Q2 2026, its #82 holding.
Lathrop Investment Management first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2020 and has held it in 7 quarters since.
Lathrop Investment Management's State Street Technology Select Sector SPDR ETF position peaked at $452K in Q3 2020.
2,667 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Lathrop Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.