Lodestone Wealth Management
XLK icon

Lodestone Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Lodestone Wealth Management’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
Q3 		$712K Buy
3,635
+135
+4% +$24.9K 0.24% 93
2026
Q2 		$667K Sell
3,500
-40
-1% -$6.84K 0.24% 98
2026
Q1 		$470K Sell
3,540
-85
-2% -$12K 0.19% 111
2025
Q4 		$522K Sell
3,625
-1,701
-32% -$246K 0.21% 101
2025
Q3 		$750K Buy
5,326
+276
+5% +$36.6K 0.34% 77
2025
Q2 		$639K Buy
5,050
+76
+2% +$8.43K 0.31% 80
2025
Q1 		$514K Buy
4,974
+4
+0.1% +$453 0.27% 89
2024
Q4 		$578K Buy
4,970
+4
+0.1% +$465 0.29% 82
2024
Q3 		$561K Sell
4,966
-56
-1% -$6.15K 0.28% 79
2024
Q2 		$568K Sell
5,022
-6
-0.1% -$632 0.3% 81
2024
Q1 		$524K Sell
5,028
-114
-2% -$11.5K 0.27% 87
2023
Q4 		$495K Sell
5,142
-80
-2% -$7.12K 0.29% 83
2023
Q3 		$428K Sell
5,222
-740
-12% -$63.5K 0.3% 78
2023
Q2 		$518K Sell
5,962
-1,330
-18% -$105K 0.36% 75
2023
Q1 		$551K Sell
7,292
-1,006
-12% -$69.2K 0.42% 65
2022
Q4 		$516K Buy
+8,298
New +$527K 0.42% 65

Other funds holding XLK

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
AGUR Provident & Training Funds Management
AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Lodestone Wealth Management's XLK Position: Q3 2026 in Review

Lodestone Wealth Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 3.9% in Q3 2026, buying an estimated $24.9K and bringing the position to 3,635 shares worth $712K. The position accounts for 0.24% of the portfolio, ranked #93.

Lodestone Wealth Management first reported a position in XLK in Q4 2022 and has held it in 16 quarters since. The position peaked at $750K in Q3 2025. 1,958 funds tracked by Wall St. Rank hold XLK as of Q3 2026.

  • Lodestone Wealth Management held 3,635 shares of State Street Technology Select Sector SPDR ETF worth $712K as of Q3 2026.
  • Lodestone Wealth Management bought 135 State Street Technology Select Sector SPDR ETF shares in Q3 2026, an estimated $24.9K.
  • State Street Technology Select Sector SPDR ETF made up 0.24% of Lodestone Wealth Management's portfolio in Q3 2026, its #93 holding.
  • Lodestone Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2022 and has held it in 16 quarters since.
  • Lodestone Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $750K in Q3 2025.
  • 1,958 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.