LWM
XLK icon

LongView Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

LongView 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 		$536K Sell
2,812
-662
-19% -$113K 0.14% 126
2026
Q1 		$514K Buy
3,474
+1,029
+42% +$145K 0.13% 136
2025
Q4 		$359K Buy
2,445
+497
+26% +$71.8K 0.09% 169
2025
Q3 		$275K Buy
1,948
+272
+16% +$36K 0.07% 191
2025
Q2 		$212K Buy
+1,676
New +$186K 0.06% 206
2025
Q1 		– Sell
-1,774
Closed -$206K – 212
2024
Q4 		$206K Buy
+1,774
New +$206K 0.06% 199

Other funds holding XLK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

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

LongView Wealth Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 19% in Q2 2026, selling an estimated $113K and leaving 2,812 shares worth $536K. The position accounts for 0.14% of the portfolio, ranked #126.

LongView Wealth Management first reported a position in XLK in Q4 2024 and has held it in 6 quarters since. 522 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • LongView Wealth Management held 2,812 shares of State Street Technology Select Sector SPDR ETF worth $536K as of Q2 2026.
  • LongView Wealth Management sold 662 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $113K.
  • State Street Technology Select Sector SPDR ETF made up 0.14% of LongView Wealth Management's portfolio in Q2 2026, its #126 holding.
  • LongView Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
  • 522 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.