LW
XLK icon

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

Lauer Wealth’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 		– Sell
-2,677
Closed -$457K – 94
2026
Q1 		$379K Sell
2,677
-110
-4% -$15.5K 0.3% 35
2025
Q4 		$402K Buy
2,787
+417
+18% +$60.2K 0.3% 37
2025
Q3 		$337K Sell
2,370
-100
-4% -$13.2K 0.24% 49
2025
Q2 		$326K Buy
+2,470
New +$274K 0.27% 34

Other funds holding XLK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
LFS
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

Lauer Wealth's XLK Position: Q2 2026 in Review

Lauer Wealth sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q2 2026, closing a stake of 2,677 shares — an estimated $457K sold.

Lauer Wealth first reported a position in XLK in Q2 2025 and held it in 4 quarters. The position peaked at $402K in Q4 2025. 955 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Lauer Wealth reported no remaining State Street Technology Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • Lauer Wealth sold 2,677 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $457K.
  • Lauer Wealth first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2025 and held it in 4 quarters.
  • Lauer Wealth's State Street Technology Select Sector SPDR ETF position peaked at $402K in Q4 2025.
  • 955 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Lauer Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.