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Lockerman Financial Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Lockerman Financial Group’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 		$264K Buy
+1,384
New +$236K 0.4% 76

Other funds holding XLK

BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Lockerman Financial Group's XLK Position: Q2 2026 in Review

Lockerman Financial Group opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q2 2026: 1,384 shares worth $264K. The stake represents 0.4% of the portfolio and ranks #76 among its holdings.

477 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Lockerman Financial Group held 1,384 shares of State Street Technology Select Sector SPDR ETF worth $264K as of Q2 2026.
  • State Street Technology Select Sector SPDR ETF was a new Lockerman Financial Group position in Q2 2026.
  • State Street Technology Select Sector SPDR ETF made up 0.4% of Lockerman Financial Group's portfolio in Q2 2026, its #76 holding.
  • 477 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Lockerman Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.