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LBMC Investment Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

LBMC Investment 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
Q2 		$873K Buy
4,583
+35
+0.8% +$5.98K 0.05% 122
2026
Q1 		$604K Hold
4,548
– – 0.04% 137
2025
Q4 		$655K Buy
+4,548
New +$657K 0.04% 123

Other funds holding XLK

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LBMC Investment Advisors's XLK Position: Q2 2026 in Review

LBMC Investment Advisors increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.77% in Q2 2026, buying an estimated $5.98K and bringing the position to 4,583 shares worth $873K. The position accounts for 0.05% of the portfolio, ranked #122.

LBMC Investment Advisors first reported a position in XLK in Q4 2025 and has held it in 3 quarters since. 2,654 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • LBMC Investment Advisors held 4,583 shares of State Street Technology Select Sector SPDR ETF worth $873K as of Q2 2026.
  • LBMC Investment Advisors bought 35 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $5.98K.
  • State Street Technology Select Sector SPDR ETF made up 0.05% of LBMC Investment Advisors's portfolio in Q2 2026, its #122 holding.
  • LBMC Investment Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,654 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

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