LKWM
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Lee-Kelleher Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Lee-Kelleher Wealth Management’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 		$206K Buy
+1,080
New +$185K 0.11% 47

Other funds holding XLK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
GC
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
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Lee-Kelleher Wealth Management's XLK Position: Q2 2026 in Review

Lee-Kelleher Wealth Management opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q2 2026: 1,080 shares worth $206K. The stake represents 0.11% of the portfolio and ranks #47 among its holdings.

743 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Lee-Kelleher Wealth Management held 1,080 shares of State Street Technology Select Sector SPDR ETF worth $206K as of Q2 2026.
  • State Street Technology Select Sector SPDR ETF was a new Lee-Kelleher Wealth Management position in Q2 2026.
  • State Street Technology Select Sector SPDR ETF made up 0.11% of Lee-Kelleher Wealth Management's portfolio in Q2 2026, its #47 holding.
  • 743 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Lee-Kelleher Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.