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

LexAurum 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	$851K	Buy	4,464 +513	+13%	+$87.7K	0.1%	167
2026 Q1	$525K	Buy	+3,951	New	+$557K	0.07%	218
2025 Q3	$549K	Sell	3,892 -24	-0.6%	-$3.18K	0.08%	193
2025 Q2	$496K	Sell	3,916 -600	-13%	-$66.6K	0.08%	200
2025 Q1	$466K	Buy	4,516 +14	+0.3%	+$1.59K	0.09%	196
2024 Q4	$523K	Hold	4,502	–	–	0.1%	177
2024 Q3	$508K	Buy	4,502 +2,000	+80%	+$220K	0.11%	163
2024 Q2	$283K	Hold	2,502	–	–	0.07%	232
2024 Q1	$261K	Hold	2,502	–	–	0.07%	245
2023 Q4	$241K	Hold	2,502	–	–	0.06%	261
2023 Q3	$205K	Hold	2,502	–	–	0.06%	262
2023 Q2	$217K	Buy	+2,502	New	+$197K	0.07%	243

Other funds holding XLK

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

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

Lighthouse Financial Services Brea, California $476M AUM

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return