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 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

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

Lionshead Wealth Management's XLK Position: Q1 2026 in Review

Lionshead Wealth Management held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q1 2026 at 11,943 shares worth $1.59M. The position accounts for 1.17% of the portfolio, ranked #27.

Lionshead Wealth Management first reported a position in XLK in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.78M in Q4 2024. 2,401 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Lionshead Wealth Management held 11,943 shares of State Street Technology Select Sector SPDR ETF worth $1.59M as of Q1 2026.
Lionshead Wealth Management left its State Street Technology Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Technology Select Sector SPDR ETF made up 1.17% of Lionshead Wealth Management's portfolio in Q1 2026, its #27 holding.
Lionshead Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
Lionshead Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $2.78M in Q4 2024.
2,401 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Lionshead Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.