Lion Street 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
2025
Q3
$2.6M Buy
32,154
+11,224
+54% +$1.49M 0.9% 10
2025
Q2
$2.65M Sell
20,930
-546
-3% -$60.6K 0.8% 23
2025
Q1
$2.22M Sell
21,476
-114
-0.5% -$12.9K 0.7% 24
2024
Q4
$2.51M Buy
21,590
+1,274
+6% +$148K 0.8% 21
2024
Q3
$2.29M Sell
20,316
-52
-0.3% -$5.71K 0.8% 24
2024
Q2
$2.3M Sell
20,368
-3,922
-16% -$413K 0.85% 24
2024
Q1
$2.34M Hold
24,290
0.95% 20
2023
Q4
$2.34M Sell
24,290
-2,852
-11% -$254K 0.96% 20
2023
Q3
$2.22M Sell
27,142
-5,796
-18% -$497K 0.73% 15
2023
Q2
$2.66M Buy
32,938
+5,492
+20% +$433K 0.89% 10
2023
Q1
$2.07M Buy
27,446
+7,038
+34% +$484K 0.64% 15
2022
Q4
$1.65M Buy
20,408
+4,226
+26% +$268K 0.86% 8
2022
Q3
$962K Sell
16,182
-4,226
-21% -$288K 0.48% 24
2022
Q2
$1.64M Buy
20,408
+2,904
+17% +$202K 0.86% 8
2022
Q1
$1.39M Sell
17,504
-792
-4% -$62.2K 0.71% 11
2021
Q4
$1.59M Sell
18,296
-2,112
-10% -$174K 0.78% 10
2021
Q3
$1.52M Buy
+20,408
New +$1.57M 0.82% 10
2020
Q1
Sell
-14,694
Closed -$674K 451
2019
Q4
$674K Buy
+14,694
New +$629K 3.23% 11

Other funds holding XLK

Lion Street Advisors's XLK Position: Q3 2025 in Review

Lion Street Advisors increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 54% in Q3 2025, buying an estimated $1.49M and bringing the position to 32,154 shares worth $2.6M. The position accounts for 0.9% of the portfolio, ranked #10.

Lion Street Advisors first reported a position in XLK in Q4 2019 and has held it in 18 quarters since. The position peaked at $2.66M in Q2 2023. 2,289 funds tracked by Wall St. Rank hold XLK as of Q3 2025.

  • Lion Street Advisors held 32,154 shares of State Street Technology Select Sector SPDR ETF worth $2.6M as of Q3 2025.
  • Lion Street Advisors bought 11,224 State Street Technology Select Sector SPDR ETF shares in Q3 2025, an estimated $1.49M.
  • State Street Technology Select Sector SPDR ETF made up 0.9% of Lion Street Advisors's portfolio in Q3 2025, its #10 holding.
  • Lion Street Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2019 and has held it in 18 quarters since.
  • Lion Street Advisors's State Street Technology Select Sector SPDR ETF position peaked at $2.66M in Q2 2023.
  • 2,289 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.