LM 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
2026
Q2
$267K Buy
+1,409
New +$241K 0.03% 206
2025
Q2
– Sell
-2,180
Closed -$225K – 230
2025
Q1
$225K Buy
+2,180
New +$247K 0.04% 203
2024
Q1
– Sell
-280
Closed -$26.9K – 710
2023
Q4
$26.9K Buy
+280
New +$24.9K 0.01% 399

Other funds holding XLK

LM Advisors's XLK Position: Q2 2026 in Review

LM Advisors opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q2 2026: 1,409 shares worth $267K. The stake represents 0.03% of the portfolio and ranks #206 among its holdings. This is a return to the name: LM Advisors previously reported a position in XLK as recently as Q1 2025.

LM Advisors first reported a position in XLK in Q4 2023 and has held it in 3 quarters since. 2,671 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • LM Advisors held 1,409 shares of State Street Technology Select Sector SPDR ETF worth $267K as of Q2 2026.
  • State Street Technology Select Sector SPDR ETF was a new LM Advisors position in Q2 2026.
  • State Street Technology Select Sector SPDR ETF made up 0.03% of LM Advisors's portfolio in Q2 2026, its #206 holding.
  • LM Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2023 and has held it in 3 quarters since.
  • 2,671 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.