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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$537K Buy
+2,818
New +$481K 0.06% 194
2026
Q1
Sell
-6,660
Closed -$959K 348
2025
Q4
$959K Buy
6,660
+870
+15% +$126K 0.12% 144
2025
Q3
$816K Buy
5,790
+98
+2% +$13K 0.11% 154
2025
Q2
$721K Buy
5,692
+3,394
+148% +$377K 0.11% 157
2025
Q1
$237K Buy
2,298
+516
+29% +$58.5K 0.04% 277
2024
Q4
$207K Sell
1,782
-564
-24% -$65.6K 0.04% 291
2024
Q3
$265K Buy
+2,346
New +$258K 0.05% 248

Other funds holding XLK

Lifeworks Advisors's XLK Position: Q2 2026 in Review

Lifeworks Advisors opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q2 2026: 2,818 shares worth $537K. The stake represents 0.06% of the portfolio and ranks #194 among its holdings. This is a return to the name: Lifeworks Advisors previously reported a position in XLK as recently as Q4 2025.

Lifeworks Advisors first reported a position in XLK in Q3 2024 and has held it in 7 quarters since. The position peaked at $959K in Q4 2025. 2,664 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Lifeworks Advisors held 2,818 shares of State Street Technology Select Sector SPDR ETF worth $537K as of Q2 2026.
  • State Street Technology Select Sector SPDR ETF was a new Lifeworks Advisors position in Q2 2026.
  • State Street Technology Select Sector SPDR ETF made up 0.06% of Lifeworks Advisors's portfolio in Q2 2026, its #194 holding.
  • Lifeworks Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2024 and has held it in 7 quarters since.
  • Lifeworks Advisors's State Street Technology Select Sector SPDR ETF position peaked at $959K in Q4 2025.
  • 2,664 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.