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
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 2025 in Review

LM Advisors sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q2 2025, closing a stake of 2,180 shares — an estimated $225K sold.

LM Advisors first reported a position in XLK in Q4 2023 and held it in 2 quarters. The position peaked at $225K in Q1 2025. 2,208 funds tracked by Wall St. Rank hold XLK as of Q2 2025.

  • LM Advisors reported no remaining State Street Technology Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
  • LM Advisors sold 2,180 State Street Technology Select Sector SPDR ETF shares in Q2 2025, an estimated $225K.
  • LM Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2023 and held it in 2 quarters.
  • LM Advisors's State Street Technology Select Sector SPDR ETF position peaked at $225K in Q1 2025.
  • 2,208 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2025.

Based on LM Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.