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

LifeSteps Financial’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 		$5.19M Sell
27,240
-471
-2% -$80.5K 2.42% 8
2026
Q1 		$3.68M Sell
27,711
-1,148
-4% -$162K 2.33% 11
2025
Q4 		$4.15M Sell
28,859
-81
-0.3% -$11.7K 2.66% 9
2025
Q3 		$4.08M Sell
28,940
-286
-1% -$37.9K 2.62% 10
2025
Q2 		$3.7M Hold
29,226
– – 2.54% 10
2025
Q1 		$3.02M Sell
29,226
-66
-0.2% -$7.48K 2.45% 10
2024
Q4 		$3.41M Sell
29,292
-1,552
-5% -$181K 2.61% 9
2024
Q3 		$3.48M Sell
30,844
-4
-0% -$439 2.72% 9
2024
Q2 		$3.49M Sell
30,848
-562
-2% -$59.2K 2.88% 9
2024
Q1 		$3.27M Sell
31,410
-166
-0.5% -$16.8K 2.47% 9
2023
Q4 		$3.04M Sell
31,576
-32
-0.1% -$2.85K 2.7% 8
2023
Q3 		$2.59M Sell
31,608
-138
-0.4% -$11.8K 2.64% 9
2023
Q2 		$2.76M Sell
31,746
-8
-0% -$631 2.73% 9
2023
Q1 		$2.4M Sell
31,754
-768
-2% -$52.9K 2.54% 10
2022
Q4 		$2.02M Sell
32,522
-2,846
-8% -$181K 2.11% 11
2022
Q3 		$2.1M Sell
35,368
-3,002
-8% -$205K 2.37% 9
2022
Q2 		$2.44M Sell
38,370
-4,016
-9% -$280K 2.54% 10
2022
Q1 		$3.37M Sell
42,386
-3,654
-8% -$287K 2.49% 11
2021
Q4 		$4M Buy
46,040
+2,328
+5% +$192K 2.83% 11
2021
Q3 		$3.26M Buy
43,712
+1,834
+4% +$141K 2.5% 11
2021
Q2 		$3.09M Buy
41,878
+5,860
+16% +$410K 2.37% 11
2021
Q1 		$2.39M Buy
36,018
+9,242
+35% +$610K 2% 13
2020
Q4 		$1.74M Buy
26,776
+3,712
+16% +$226K 1.6% 15
2020
Q3 		$1.35M Buy
23,064
+1,638
+8% +$92.5K 1.42% 16
2020
Q2 		$1.12M Buy
21,426
+7,156
+50% +$337K 1.29% 19
2020
Q1 		$573K Buy
14,270
+410
+3% +$18.7K 0.66% 33
2019
Q4 		$635K Buy
+13,860
New +$593K 0.6% 39

Other funds holding XLK

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Commonwealth Equity Services
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
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
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

LifeSteps Financial's XLK Position: Q2 2026 in Review

LifeSteps Financial reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 1.7% in Q2 2026, selling an estimated $80.5K and leaving 27,240 shares worth $5.19M. The position accounts for 2.42% of the portfolio, ranked #8.

LifeSteps Financial first reported a position in XLK in Q4 2019 and has held it in 27 quarters since. 1,247 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • LifeSteps Financial held 27,240 shares of State Street Technology Select Sector SPDR ETF worth $5.19M as of Q2 2026.
  • LifeSteps Financial sold 471 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $80.5K.
  • State Street Technology Select Sector SPDR ETF made up 2.42% of LifeSteps Financial's portfolio in Q2 2026, its #8 holding.
  • LifeSteps Financial first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,247 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.