Lavaca Capital’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Lavaca Capital’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	$1.12M	Hold	8,400	–	–	0.2%	41
2025 Q4	$1.21M	Hold	8,400	–	–	0.2%	39
2025 Q3	$1.18M	Hold	8,400	–	–	0.2%	37
2025 Q2	$1.06M	Hold	8,400	–	–	0.4%	36
2025 Q1	$867K	Hold	8,400	–	–	0.36%	44
2024 Q4	$977K	Hold	8,400	–	–	0.38%	40
2024 Q3	$948K	Hold	8,400	–	–	0.4%	44
2024 Q2	$950K	Hold	8,400	–	–	0.49%	32
2024 Q1	$875K	Sell	8,400 -792	-9%	-$80.1K	0.51%	35
2023 Q4	$885K	Sell	9,192 -43,852	-83%	-$3.9M	0.5%	36
2023 Q3	$4.35M	Sell	53,044 -4,332	-8%	-$371K	1.46%	12
2023 Q2	$4.99M	Buy	57,376 +6,242	+12%	+$492K	1.46%	11
2023 Q1	$3.8M	Sell	51,134 -200	-0.4%	-$13.8K	0.79%	24
2022 Q4	$3.21M	Buy	51,334 +40,534	+375%	+$2.57M	1%	24
2022 Q3	$748K	Sell	10,800 -2,000	-16%	-$136K	0.27%	83
2022 Q2	$882K	Buy	12,800 +600	+5%	+$41.8K	0.13%	89
2022 Q1	$969K	Sell	12,200 -2,400	-16%	-$188K	0.1%	112
2021 Q4	$1.27M	Hold	14,600	–	–	0.16%	76
2021 Q3	$1.09M	Hold	14,600	–	–	0.11%	83
2021 Q2	$1.08M	Sell	14,600 -1,000	-6%	-$70K	0.11%	84
2021 Q1	$1.04M	Hold	15,600	–	–	0.09%	60
2020 Q4	$1.01M	Sell	15,600 -1,000	-6%	-$60.9K	0.13%	44
2020 Q3	$969K	Sell	16,600 -7,226	-30%	-$408K	0.15%	42
2020 Q2	$1.25M	Sell	23,826 -19,200	-45%	-$903K	0.4%	30
2020 Q1	$1.73M	Buy	+43,026	New	+$1.96M	1.67%	20
2019 Q1	–	Sell	-426	Closed	-$13K	–	417
2018 Q4	$13K	Buy	+426	New	+$14.4K	0.01%	217

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

Lavaca Capital's XLK Position: Q1 2026 in Review

Lavaca Capital held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q1 2026 at 8,400 shares worth $1.12M. The position accounts for 0.2% of the portfolio, ranked #41.

Lavaca Capital first reported a position in XLK in Q4 2018 and has held it in 26 quarters since. The position peaked at $4.99M in Q2 2023. 2,406 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Lavaca Capital held 8,400 shares of State Street Technology Select Sector SPDR ETF worth $1.12M as of Q1 2026.
Lavaca Capital left its State Street Technology Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Technology Select Sector SPDR ETF made up 0.2% of Lavaca Capital's portfolio in Q1 2026, its #41 holding.
Lavaca Capital first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2018 and has held it in 26 quarters since.
Lavaca Capital's State Street Technology Select Sector SPDR ETF position peaked at $4.99M in Q2 2023.
2,406 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Lavaca Capital's 13F filing for Q1 2026, filed 13 May 2026.