LIG
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Lokken Investment Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Lokken Investment 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
2025
Q3 		$253K Buy
1,794
+50
+3% +$6.62K 0.09% 128
2025
Q2 		$221K Buy
+1,744
New +$194K 0.09% 125
2025
Q1 		– Sell
-1,750
Closed -$204K – 148
2024
Q4 		$204K Sell
1,750
-268
-13% -$31.2K 0.09% 134
2024
Q3 		$228K Buy
2,018
+78
+4% +$8.56K 0.1% 136
2024
Q2 		$219K Buy
+1,940
New +$204K 0.1% 131

Other funds holding XLK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lokken Investment Group's XLK Position: Q3 2025 in Review

Lokken Investment Group increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 2.9% in Q3 2025, buying an estimated $6.62K and bringing the position to 1,794 shares worth $253K. The position accounts for 0.09% of the portfolio, ranked #128.

Lokken Investment Group first reported a position in XLK in Q2 2024 and has held it in 5 quarters since. 2,285 funds tracked by Wall St. Rank hold XLK as of Q3 2025.

  • Lokken Investment Group held 1,794 shares of State Street Technology Select Sector SPDR ETF worth $253K as of Q3 2025.
  • Lokken Investment Group bought 50 State Street Technology Select Sector SPDR ETF shares in Q3 2025, an estimated $6.62K.
  • State Street Technology Select Sector SPDR ETF made up 0.09% of Lokken Investment Group's portfolio in Q3 2025, its #128 holding.
  • Lokken Investment Group first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2024 and has held it in 5 quarters since.
  • 2,285 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.