Lionshead Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Lionshead Wealth 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 Q2	$2.28M	Sell	11,942 -1	-0%	-$171	1.48%	20
2026 Q1	$1.59M	Hold	11,943	–	–	1.17%	27
2025 Q4	$1.72M	Buy	11,943 +1	+0%	+$144	1.29%	27
2025 Q3	$1.68M	Hold	11,942	–	–	1.34%	27
2025 Q2	$1.51M	Hold	11,942	–	–	1.4%	27
2025 Q1	$1.23M	Sell	11,942 -11,938	-50%	-$1.35M	1.28%	23
2024 Q4	$2.78M	Buy	+23,880	New	+$2.78M	2.01%	16

Other funds holding XLK

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lionshead Wealth Management's XLK Position: Q2 2026 in Review

Lionshead Wealth Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.01% in Q2 2026, selling an estimated $171 and leaving 11,942 shares worth $2.28M. The position accounts for 1.48% of the portfolio, ranked #20.

Lionshead Wealth Management first reported a position in XLK in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.78M in Q4 2024. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Lionshead Wealth Management held 11,942 shares of State Street Technology Select Sector SPDR ETF worth $2.28M as of Q2 2026.
Lionshead Wealth Management sold 1 State Street Technology Select Sector SPDR ETF share in Q2 2026, an estimated $171.
State Street Technology Select Sector SPDR ETF made up 1.48% of Lionshead Wealth Management's portfolio in Q2 2026, its #20 holding.
Lionshead Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Lionshead Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $2.78M in Q4 2024.
2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Lionshead Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.