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

Lifeworks 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 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

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

Lifeworks Advisors's XLK Position: Q1 2026 in Review

Lifeworks Advisors sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q1 2026, closing a stake of 6,660 shares — an estimated $959K sold.

Lifeworks Advisors first reported a position in XLK in Q3 2024 and held it in 6 quarters. The position peaked at $959K in Q4 2025. 2,405 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Lifeworks Advisors reported no remaining State Street Technology Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Lifeworks Advisors sold 6,660 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $959K.
Lifeworks Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2024 and held it in 6 quarters.
Lifeworks Advisors's State Street Technology Select Sector SPDR ETF position peaked at $959K in Q4 2025.
2,405 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.