LMG Wealth Partners’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

LMG Wealth Partners’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	$306K	Hold	1,608	–	–	0.05%	141
2026 Q1	$214K	Hold	1,608	–	–	0.04%	147
2025 Q4	$232K	Hold	1,608	–	–	0.04%	144
2025 Q3	$227K	Hold	1,608	–	–	0.04%	145
2025 Q2	$204K	Buy	+1,608	New	+$178K	0.04%	135

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

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

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

LMG Wealth Partners's XLK Position: Q2 2026 in Review

LMG Wealth Partners held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 1,608 shares worth $306K. The position accounts for 0.05% of the portfolio, ranked #141.

LMG Wealth Partners first reported a position in XLK in Q2 2025 and has held it in 5 quarters since. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

LMG Wealth Partners held 1,608 shares of State Street Technology Select Sector SPDR ETF worth $306K as of Q2 2026.
LMG Wealth Partners left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.05% of LMG Wealth Partners's portfolio in Q2 2026, its #141 holding.
LMG Wealth Partners first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2025 and has held it in 5 quarters since.
2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on LMG Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.