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

LGT Financial 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
2025 Q4	–	Sell	-170	Closed	-$24K	–	388
2025 Q3	$24K	Buy	+170	New	+$22.5K	0.05%	171
2025 Q1	–	Sell	-140	Closed	-$16.3K	–	738
2024 Q4	$16.3K	Buy	140 +38	+37%	+$4.42K	0.04%	349
2024 Q3	$11.6K	Buy	102 +10	+11%	+$1.1K	0.03%	392
2024 Q2	$10.4K	Sell	92 -1,820	-95%	-$192K	0.02%	466
2024 Q1	$199K	Buy	1,912 +988	+107%	+$99.9K	0.23%	96
2023 Q4	$88.9K	Sell	924 -82	-8%	-$7.3K	0.11%	172
2023 Q3	$82.5K	Buy	1,006 +208	+26%	+$17.8K	0.1%	177
2023 Q2	$69.3K	Buy	+798	New	+$62.9K	0.07%	150
2023 Q1	–	Sell	-68	Closed	-$4.2K	–	207
2022 Q4	$4.2K	Buy	+68	New	+$4.32K	﹤0.01%	168

Other funds holding XLK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LGT Financial Advisors's XLK Position: Q4 2025 in Review

LGT Financial Advisors sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q4 2025, closing a stake of 170 shares — an estimated $24K sold.

LGT Financial Advisors first reported a position in XLK in Q4 2022 and held it in 9 quarters. The position peaked at $199K in Q1 2024. 2,473 funds tracked by Wall St. Rank hold XLK as of Q4 2025.

LGT Financial Advisors reported no remaining State Street Technology Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
LGT Financial Advisors sold 170 State Street Technology Select Sector SPDR ETF shares in Q4 2025, an estimated $24K.
LGT Financial Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2022 and held it in 9 quarters.
LGT Financial Advisors's State Street Technology Select Sector SPDR ETF position peaked at $199K in Q1 2024.
2,473 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2025.

Based on LGT Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.