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 Q2	$667K	Sell	3,500 -40	-1%	-$6.83K	0.24%	98
2026 Q1	$471K	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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Lodestone Wealth Management's XLK Position: Q2 2026 in Review

Lodestone Wealth Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 1.1% in Q2 2026, selling an estimated $6.83K and leaving 3,500 shares worth $667K. The position accounts for 0.24% of the portfolio, ranked #98.

Lodestone Wealth Management first reported a position in XLK in Q4 2022 and has held it in 15 quarters since. The position peaked at $750K in Q3 2025. 1,154 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Lodestone Wealth Management held 3,500 shares of State Street Technology Select Sector SPDR ETF worth $667K as of Q2 2026.
Lodestone Wealth Management sold 40 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $6.83K.
State Street Technology Select Sector SPDR ETF made up 0.24% of Lodestone Wealth Management's portfolio in Q2 2026, its #98 holding.
Lodestone Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
Lodestone Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $750K in Q3 2025.
1,154 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.