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 Q2	$2.32M	Sell	12,158 -466	-4%	-$79.6K	0.31%	64
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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lebenthal Global Advisors's XLK Position: Q2 2026 in Review

Lebenthal Global Advisors reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 3.7% in Q2 2026, selling an estimated $79.6K and leaving 12,158 shares worth $2.32M. The position accounts for 0.31% of the portfolio, ranked #64.

Lebenthal Global Advisors first reported a position in XLK in Q4 2020 and has held it in 23 quarters since. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Lebenthal Global Advisors held 12,158 shares of State Street Technology Select Sector SPDR ETF worth $2.32M as of Q2 2026.
Lebenthal Global Advisors sold 466 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $79.6K.
State Street Technology Select Sector SPDR ETF made up 0.31% of Lebenthal Global Advisors's portfolio in Q2 2026, its #64 holding.
Lebenthal Global Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2020 and has held it in 23 quarters since.
2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Lebenthal Global Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.