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

Lifestyle 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
Q1 		– Sell
-3,579
Closed -$515K – 158
2025
Q4 		$515K Buy
+3,579
New +$517K 0.17% 79
2025
Q2 		– Sell
-6,226
Closed -$643K – 150
2025
Q1 		$643K Buy
+6,226
New +$706K 0.35% 53

Other funds holding XLK

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Lifestyle Asset Management's XLK Position: Q1 2026 in Review

Lifestyle Asset Management sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q1 2026, closing a stake of 3,579 shares — an estimated $515K sold.

Lifestyle Asset Management first reported a position in XLK in Q1 2025 and held it in 2 quarters. The position peaked at $643K in Q1 2025. 2,415 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

  • Lifestyle Asset Management reported no remaining State Street Technology Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
  • Lifestyle Asset Management sold 3,579 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $515K.
  • Lifestyle Asset Management first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2025 and held it in 2 quarters.
  • Lifestyle Asset Management's State Street Technology Select Sector SPDR ETF position peaked at $643K in Q1 2025.
  • 2,415 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Lifestyle Asset Management's 13F filing for Q1 2026, filed 10 Apr 2026.