Lewis Asset Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Lewis Asset 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	$1.37M	Sell	7,183 -137	-2%	-$23.4K	0.48%	52
2026 Q1	$973K	Sell	7,320 -285	-4%	-$40.2K	0.4%	61
2025 Q4	$1.09M	Sell	7,605 -297	-4%	-$42.9K	0.45%	56
2025 Q3	$1.11M	Buy	7,902 +754	+11%	+$99.9K	0.46%	51
2025 Q2	$905K	Buy	7,148 +2,032	+40%	+$225K	0.43%	61
2025 Q1	$528K	Sell	5,116 -50	-1%	-$5.67K	0.44%	61
2024 Q4	$601K	Sell	5,166 -98	-2%	-$11.4K	0.46%	55
2024 Q3	$594K	Buy	5,264 +84	+2%	+$9.22K	0.43%	62
2024 Q2	$586K	Sell	5,180 -22	-0.4%	-$2.32K	0.45%	51
2024 Q1	$542K	Sell	5,202 -732	-12%	-$74K	0.45%	57
2023 Q4	$571K	Buy	+5,934	New	+$528K	0.53%	48

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 $44.6B AUM 28.94% 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

Lewis Asset Management's XLK Position: Q2 2026 in Review

Lewis Asset Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 1.9% in Q2 2026, selling an estimated $23.4K and leaving 7,183 shares worth $1.37M. The position accounts for 0.48% of the portfolio, ranked #52.

Lewis Asset Management first reported a position in XLK in Q4 2023 and has held it in 11 quarters since. 1,314 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Lewis Asset Management held 7,183 shares of State Street Technology Select Sector SPDR ETF worth $1.37M as of Q2 2026.
Lewis Asset Management sold 137 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $23.4K.
State Street Technology Select Sector SPDR ETF made up 0.48% of Lewis Asset Management's portfolio in Q2 2026, its #52 holding.
Lewis Asset Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
1,314 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Lewis Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.