Lodestar Private Asset Management’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
$15.9M Sell
83,529
-2,130
-2% -$364K 1.38% 25
2026
Q1
$11.4M Buy
85,659
+197
+0.2% +$27.8K 1.12% 26
2025
Q4
$12.3M Sell
85,462
-1,862
-2% -$269K 1.23% 26
2025
Q3
$12.3M Sell
87,324
-8,334
-9% -$1.1M 1.29% 25
2025
Q2
$12.1M Sell
95,658
-7,450
-7% -$827K 1.4% 21
2025
Q1
$10.6M Sell
103,108
-992
-1% -$112K 1.34% 23
2024
Q4
$12.1M Sell
104,100
-1,302
-1% -$151K 1.51% 16
2024
Q3
$11.9M Buy
105,402
+1,672
+2% +$184K 1.52% 16
2024
Q2
$11.7M Sell
103,730
-88
-0.1% -$9.27K 1.61% 16
2024
Q1
$10.8M Buy
103,818
+2,010
+2% +$203K 1.54% 17
2023
Q4
$9.8M Buy
101,808
+9,096
+10% +$810K 1.5% 17
2023
Q3
$7.6M Buy
92,712
+1,218
+1% +$104K 1.3% 21
2023
Q2
$7.95M Buy
91,494
+1,014
+1% +$79.9K 1.33% 23
2023
Q1
$6.83M Buy
90,480
+4,020
+5% +$277K 1.22% 24
2022
Q4
$5.38M Buy
+86,460
New +$5.49M 1.03% 25

Other funds holding XLK

Lodestar Private Asset Management's XLK Position: Q2 2026 in Review

Lodestar Private Asset Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 2.5% in Q2 2026, selling an estimated $364K and leaving 83,529 shares worth $15.9M. The position accounts for 1.38% of the portfolio, ranked #25.

Lodestar Private Asset Management first reported a position in XLK in Q4 2022 and has held it in 15 quarters since. 2,644 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Lodestar Private Asset Management held 83,529 shares of State Street Technology Select Sector SPDR ETF worth $15.9M as of Q2 2026.
  • Lodestar Private Asset Management sold 2,130 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $364K.
  • State Street Technology Select Sector SPDR ETF made up 1.38% of Lodestar Private Asset Management's portfolio in Q2 2026, its #25 holding.
  • Lodestar Private Asset Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
  • 2,644 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Lodestar Private Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.