Long Run Wealth Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$32.6M Buy
226,428
+8,746
+4% +$1.26M 6.14% 4
2025
Q3
$30.7M Sell
217,682
-4,580
-2% -$607K 6.02% 4
2025
Q2
$28.1M Sell
222,262
-9,238
-4% -$1.03M 5.9% 4
2025
Q1
$23.9M Buy
231,500
+31,568
+16% +$3.58M 5.42% 4
2024
Q4
$23.2M Sell
199,932
-16,946
-8% -$1.97M 5.57% 4
2024
Q3
$24.5M Buy
216,878
+5,098
+2% +$560K 5.76% 4
2024
Q2
$24M Buy
211,780
+26,600
+14% +$2.8M 6.06% 3
2024
Q1
$19.3M Buy
185,180
+7,094
+4% +$717K 5.08% 4
2023
Q4
$17.1M Buy
178,086
+6,086
+4% +$542K 4.95% 4
2023
Q3
$14.1M Buy
172,000
+7,224
+4% +$620K 4.57% 4
2023
Q2
$14.3M Buy
164,776
+23,474
+17% +$1.85M 4.57% 4
2023
Q1
$10.7M Sell
141,302
-34,086
-19% -$2.35M 3.63% 6
2022
Q4
$10.9M Buy
175,388
+9,248
+6% +$587K 3.93% 5
2022
Q3
$9.87M Sell
166,140
-2,862
-2% -$195K 3.91% 5
2022
Q2
$10.7M Buy
169,002
+6,630
+4% +$462K 4.16% 4
2022
Q1
$12.9M Buy
162,372
+4,894
+3% +$384K 4.51% 4
2021
Q4
$13.7M Buy
+157,478
New +$13M 4.76% 4

Other funds holding XLK

Long Run Wealth Advisors's XLK Position: Q4 2025 in Review

Long Run Wealth Advisors increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 4% in Q4 2025, buying an estimated $1.26M and bringing the position to 226,428 shares worth $32.6M. The position accounts for 6.14% of the portfolio, ranked #4.

Long Run Wealth Advisors first reported a position in XLK in Q4 2021 and has held it in 17 quarters since. 2,480 funds tracked by Wall St. Rank hold XLK as of Q4 2025.

  • Long Run Wealth Advisors held 226,428 shares of State Street Technology Select Sector SPDR ETF worth $32.6M as of Q4 2025.
  • Long Run Wealth Advisors bought 8,746 State Street Technology Select Sector SPDR ETF shares in Q4 2025, an estimated $1.26M.
  • State Street Technology Select Sector SPDR ETF made up 6.14% of Long Run Wealth Advisors's portfolio in Q4 2025, its #4 holding.
  • Long Run Wealth Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and has held it in 17 quarters since.
  • 2,480 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2025.

Based on Long Run Wealth Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.