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
2022 Q2	–	Sell	-164,800	Closed	-$13.1M	–	193
2022 Q1	$13.1M	Buy	164,800 +156,800	+1,960%	+$12.3M	1.41%	7
2021 Q4	$695K	Buy	+8,000	New	+$659K	0.09%	107
2020 Q4	–	Sell	-4,400	Closed	-$257K	–	126
2020 Q3	$257K	Buy	+4,400	New	+$249K	0.04%	95

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. 2,402 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.
2,402 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.