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 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

AAG

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

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

GSEP

Golden State Equity Partners South Coast Metro, California $1.32B AUM 23.87% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AFWM

AMJ Financial Wealth Management Leesburg, Virginia $424M AUM 37.24% 1-Year Est. Return

Long Island Wealth Management's SPXT Position: Q1 2026 in Review

Long Island Wealth Management reduced its ProShares S&P 500 ex-Technology ETF (SPXT) stake by 33% in Q1 2026, selling an estimated $182K and leaving 3,578 shares worth $362K. The position accounts for 0.17% of the portfolio, ranked #63.

Long Island Wealth Management first reported a position in SPXT in Q4 2023 and has held it in 10 quarters since. The position peaked at $14.3M in Q3 2024. 27 funds tracked by Wall St. Rank hold SPXT as of Q1 2026.

Long Island Wealth Management held 3,578 shares of ProShares S&P 500 ex-Technology ETF worth $362K as of Q1 2026.
Long Island Wealth Management sold 1,730 ProShares S&P 500 ex-Technology ETF shares in Q1 2026, an estimated $182K.
ProShares S&P 500 ex-Technology ETF made up 0.17% of Long Island Wealth Management's portfolio in Q1 2026, its #63 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 10 quarters since.
Long Island Wealth Management's ProShares S&P 500 ex-Technology ETF position peaked at $14.3M in Q3 2024.
27 funds tracked by Wall St. Rank held ProShares S&P 500 ex-Technology ETF as of Q1 2026.

Based on Long Island Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.