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Lebenthal Global Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Lebenthal Global 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
Q1 		$1.68M Sell
12,624
-340
-3% -$47.9K 0.24% 67
2025
Q4 		$1.87M Buy
12,964
+460
+4% +$66.4K 0.29% 58
2025
Q3 		$1.76M Sell
12,504
-634
-5% -$84K 0.31% 55
2025
Q2 		$1.66M Buy
13,138
+1,590
+14% +$176K 0.31% 48
2025
Q1 		$1.19M Buy
11,548
+320
+3% +$36.3K 0.22% 62
2024
Q4 		$1.31M Sell
11,228
-234
-2% -$27.2K 0.24% 65
2024
Q3 		$1.29M Buy
11,462
+1,338
+13% +$147K 0.26% 54
2024
Q2 		$1.15M Sell
10,124
-64
-0.6% -$6.74K 0.25% 52
2024
Q1 		$1.06M Sell
10,188
-96
-0.9% -$9.71K 0.24% 49
2023
Q4 		$990K Sell
10,284
-10
-0.1% -$890 0.23% 54
2023
Q3 		$844K Buy
10,294
+250
+2% +$21.4K 0.25% 44
2023
Q2 		$873K Sell
10,044
-190
-2% -$15K 0.25% 39
2023
Q1 		$773K Sell
10,234
-714
-7% -$49.1K 0.24% 37
2022
Q4 		$681K Sell
10,948
-1,470
-12% -$93.4K 0.22% 45
2022
Q3 		$737K Buy
12,418
+10
+0.1% +$682 0.34% 30
2022
Q2 		$788K Sell
12,408
-190
-2% -$13.2K 0.38% 31
2022
Q1 		$1M Buy
12,598
+800
+7% +$62.8K 0.43% 30
2021
Q4 		$1.02M Sell
11,798
-92
-0.8% -$7.58K 0.41% 27
2021
Q3 		$887K Sell
11,890
-5,600
-32% -$432K 0.56% 25
2021
Q2 		$1.29M Buy
17,490
+1,600
+10% +$112K 0.69% 21
2021
Q1 		$1.05M Buy
15,890
+3,010
+23% +$199K 0.65% 19
2020
Q4 		$837K Buy
+12,880
New +$784K 0.59% 15

Other funds holding XLK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lebenthal Global Advisors's XLK Position: Q1 2026 in Review

Lebenthal Global Advisors reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 2.6% in Q1 2026, selling an estimated $47.9K and leaving 12,624 shares worth $1.68M. The position accounts for 0.24% of the portfolio, ranked #67.

Lebenthal Global Advisors first reported a position in XLK in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.87M in Q4 2025. 2,400 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

  • Lebenthal Global Advisors held 12,624 shares of State Street Technology Select Sector SPDR ETF worth $1.68M as of Q1 2026.
  • Lebenthal Global Advisors sold 340 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $47.9K.
  • State Street Technology Select Sector SPDR ETF made up 0.24% of Lebenthal Global Advisors's portfolio in Q1 2026, its #67 holding.
  • Lebenthal Global Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2020 and has held it in 22 quarters since.
  • Lebenthal Global Advisors's State Street Technology Select Sector SPDR ETF position peaked at $1.87M in Q4 2025.
  • 2,400 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Lebenthal Global Advisors's 13F filing for Q1 2026, filed 14 May 2026.