Lee, Danner & Bass’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Lee, Danner & Bass’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	$435K	Sell	2,285 -100	-4%	-$17.1K	0.03%	197
2026 Q1	$317K	Hold	2,385	–	–	0.02%	212
2025 Q4	$343K	Buy	2,385 +1	+0%	+$144	0.02%	196
2025 Q3	$336K	Buy	2,384 +594	+33%	+$78.7K	0.02%	194
2025 Q2	$227K	Buy	+1,790	New	+$199K	0.02%	209
2025 Q1	–	Sell	-1,790	Closed	-$208K	–	722
2024 Q4	$208K	Buy	+1,790	New	+$208K	0.02%	221
2022 Q2	–	Sell	-3,342	Closed	-$266K	–	207
2022 Q1	$266K	Buy	3,342 +480	+17%	+$37.7K	0.02%	184
2021 Q4	$249K	Buy	2,862 +20	+0.7%	+$1.65K	0.02%	183
2021 Q3	$212K	Hold	2,842	–	–	0.02%	191
2021 Q2	$210K	Buy	+2,842	New	+$199K	0.02%	195

Other funds holding XLK

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

Lee, Danner & Bass's XLK Position: Q2 2026 in Review

Lee, Danner & Bass reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 4.2% in Q2 2026, selling an estimated $17.1K and leaving 2,285 shares worth $435K. The position accounts for 0.03% of the portfolio, ranked #197.

Lee, Danner & Bass first reported a position in XLK in Q2 2021 and has held it in 10 quarters since. 1,221 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Lee, Danner & Bass held 2,285 shares of State Street Technology Select Sector SPDR ETF worth $435K as of Q2 2026.
Lee, Danner & Bass sold 100 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $17.1K.
State Street Technology Select Sector SPDR ETF made up 0.03% of Lee, Danner & Bass's portfolio in Q2 2026, its #197 holding.
Lee, Danner & Bass first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2021 and has held it in 10 quarters since.
1,221 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Lee, Danner & Bass's 13F filing for Q2 2026, filed 21 Jul 2026.