LJI Wealth Management’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
$441K Hold
2,314
0.06% 123
2026
Q1
$308K Hold
2,314
0.05% 151
2025
Q4
$333K Hold
2,314
0.05% 144
2025
Q3
$326K Hold
2,314
0.06% 124
2025
Q2
$293K Hold
2,314
0.05% 143
2025
Q1
$239K Buy
2,314
+44
+2% +$4.99K 0.05% 157
2024
Q4
$264K Hold
2,270
0.05% 143
2024
Q3
$256K Hold
2,270
0.05% 165
2024
Q2
$257K Buy
+2,270
New +$239K 0.06% 154
2024
Q1
Sell
-2,270
Closed -$218K 183
2023
Q4
$218K Buy
+2,270
New +$202K 0.06% 152

Other funds holding XLK

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

LJI Wealth Management held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 2,314 shares worth $441K. The position accounts for 0.06% of the portfolio, ranked #123.

LJI Wealth Management first reported a position in XLK in Q4 2023 and has held it in 10 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • LJI Wealth Management held 2,314 shares of State Street Technology Select Sector SPDR ETF worth $441K as of Q2 2026.
  • LJI Wealth Management left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Technology Select Sector SPDR ETF made up 0.06% of LJI Wealth Management's portfolio in Q2 2026, its #123 holding.
  • LJI Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2023 and has held it in 10 quarters since.
  • 2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.