Long Island Wealth Management’s ProShares S&P 500 ex-Technology ETF SPXT Stock Holding History

Long Island Wealth Management’s Portfolio SPXT Stock Details SPXT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$387K	Hold	3,578	–	–	0.16%	65
2026 Q1	$362K	Sell	3,578 -1,730	-33%	-$182K	0.17%	63
2025 Q4	$551K	Sell	5,308 -834	-14%	-$85K	0.26%	54
2025 Q3	$619K	Hold	6,142	–	–	0.3%	53
2025 Q2	$589K	Sell	6,142 -30	-0.5%	-$2.73K	0.31%	53
2025 Q1	$562K	Sell	6,172 -5,227	-46%	-$490K	0.34%	53
2024 Q4	$1.04M	Sell	11,399 -146,582	-93%	-$13.6M	0.65%	34
2024 Q3	$14.3M	Buy	157,981 +12,502	+9%	+$1.09M	9.42%	2
2024 Q2	$12.3M	Sell	145,479 -1,652	-1%	-$138K	8.66%	2
2024 Q1	$12.4M	Buy	147,131 +7,611	+5%	+$611K	8.79%	2
2023 Q4	$10.8M	Buy	+139,520	New	+$10.2M	7.7%	2

Other funds holding SPXT

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CCA

Clarity Capital Advisors Lakewood Ranch, Florida $239M AUM 19.07% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Long Island Wealth Management's SPXT Position: Q2 2026 in Review

Long Island Wealth Management held its ProShares S&P 500 ex-Technology ETF (SPXT) position steady in Q2 2026 at 3,578 shares worth $387K. The position accounts for 0.16% of the portfolio, ranked #65.

Long Island Wealth Management first reported a position in SPXT in Q4 2023 and has held it in 11 quarters since. The position peaked at $14.3M in Q3 2024. 28 funds tracked by Wall St. Rank hold SPXT as of Q2 2026.

Long Island Wealth Management held 3,578 shares of ProShares S&P 500 ex-Technology ETF worth $387K as of Q2 2026.
Long Island Wealth Management left its ProShares S&P 500 ex-Technology ETF share count unchanged in Q2 2026.
ProShares S&P 500 ex-Technology ETF made up 0.16% of Long Island Wealth Management's portfolio in Q2 2026, its #65 holding.
Long Island Wealth Management first reported a position in ProShares S&P 500 ex-Technology ETF in Q4 2023 and has held it in 11 quarters since.
Long Island Wealth Management's ProShares S&P 500 ex-Technology ETF position peaked at $14.3M in Q3 2024.
28 funds tracked by Wall St. Rank held ProShares S&P 500 ex-Technology ETF as of Q2 2026.

Based on Long Island Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.