LMCG Investments’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
$473K Buy
+2,482
New +$424K 0.03% 192
2026
Q1
– Sell
-1,398
Closed -$201K – 231
2025
Q4
$201K Buy
+1,398
New +$202K 0.01% 219

Other funds holding XLK

LMCG Investments's XLK Position: Q2 2026 in Review

LMCG Investments opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q2 2026: 2,482 shares worth $473K. The stake represents 0.03% of the portfolio and ranks #192 among its holdings. This is a return to the name: LMCG Investments previously reported a position in XLK as recently as Q4 2025.

LMCG Investments first reported a position in XLK in Q4 2025 and has held it in 2 quarters since. 2,671 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • LMCG Investments held 2,482 shares of State Street Technology Select Sector SPDR ETF worth $473K as of Q2 2026.
  • State Street Technology Select Sector SPDR ETF was a new LMCG Investments position in Q2 2026.
  • State Street Technology Select Sector SPDR ETF made up 0.03% of LMCG Investments's portfolio in Q2 2026, its #192 holding.
  • LMCG Investments first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2025 and has held it in 2 quarters since.
  • 2,671 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on LMCG Investments's 13F filing for Q2 2026, filed 22 Jul 2026.