Lloyd Advisory Services’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Lloyd Advisory Services’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	–	Sell	-3,592	Closed	-$477K	–	1025
2026 Q1	$477K	Buy	+3,592	New	+$506K	0.14%	78
2022 Q2	–	Sell	-1,486	Closed	-$118K	–	576
2022 Q1	$118K	Buy	1,486 +752	+102%	+$59K	0.06%	147
2021 Q4	$64K	Hold	734	–	–	0.03%	173
2021 Q3	$55K	Buy	734 +2	+0.3%	+$154	0.03%	153
2021 Q2	$54K	Buy	732 +296	+68%	+$20.7K	0.03%	146
2021 Q1	$29K	Hold	436	–	–	0.02%	189
2020 Q4	$28K	Hold	436	–	–	0.02%	160
2020 Q3	$25K	Buy	+436	New	+$24.6K	0.02%	149
2020 Q2	–	Sell	-82	Closed	-$3K	–	349
2020 Q1	$3K	Hold	82	–	–	﹤0.01%	208
2019 Q4	$4K	Buy	+82	New	+$3.51K	﹤0.01%	266

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Lloyd Advisory Services's XLK Position: Q2 2026 in Review

Lloyd Advisory Services sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q2 2026, closing a stake of 3,592 shares — an estimated $477K sold.

Lloyd Advisory Services first reported a position in XLK in Q4 2019 and held it in 10 quarters. The position peaked at $477K in Q1 2026. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Lloyd Advisory Services reported no remaining State Street Technology Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Lloyd Advisory Services sold 3,592 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $477K.
Lloyd Advisory Services first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2019 and held it in 10 quarters.
Lloyd Advisory Services's State Street Technology Select Sector SPDR ETF position peaked at $477K in Q1 2026.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.