LPWM LLC
XLK icon

LPWM LLC’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

LPWM LLC’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
Q3 		$2.16M Buy
11,022
+34
+0.3% +$6.28K 0.47% 32
2026
Q2 		$2.09M Buy
10,988
+24
+0.2% +$4.1K 0.46% 30
2026
Q1 		$1.46M Sell
10,964
-872
-7% -$123K 0.37% 36
2025
Q4 		$1.7M Buy
11,836
+482
+4% +$69.6K 0.43% 35
2025
Q3 		$1.6M Sell
11,354
-120
-1% -$15.9K 0.43% 32
2025
Q2 		$1.45M Sell
11,474
-84
-0.7% -$9.32K 0.42% 33
2025
Q1 		$1.19M Hold
11,558
– – 0.38% 34
2024
Q4 		$1.34M Buy
11,558
+4
+0% +$465 0.43% 32
2024
Q3 		$1.29M Sell
11,554
-190
-2% -$20.9K 0.42% 31
2024
Q2 		$1.38M Buy
11,744
+26
+0.2% +$2.74K 0.48% 30
2024
Q1 		$1.2M Buy
11,718
+102
+0.9% +$10.3K 0.44% 30
2023
Q4 		$1.07M Sell
11,616
-122
-1% -$10.9K 0.42% 31
2023
Q3 		$972K Sell
11,738
-172
-1% -$14.8K 0.44% 30
2023
Q2 		$1.03M Sell
11,910
-204
-2% -$16.1K 0.46% 30
2023
Q1 		$915K Sell
12,114
-512
-4% -$35.2K 0.44% 29
2022
Q4 		$801K Sell
12,626
-3,088
-20% -$196K 0.43% 28
2022
Q3 		$933K Sell
15,714
-48
-0.3% -$3.28K 0.56% 26
2022
Q2 		$1.05M Hold
15,762
– – 0.58% 26
2022
Q1 		$1.22M Sell
15,762
-60
-0.4% -$4.71K 0.61% 25
2021
Q4 		$1.38M Sell
15,822
-200
-1% -$16.5K 0.73% 20
2021
Q3 		$1.21M Buy
16,022
+50
+0.3% +$3.86K 0.72% 21
2021
Q2 		$1.21M Sell
15,972
-684
-4% -$47.9K 0.72% 21
2021
Q1 		$1.13M Buy
16,656
+2
+0% +$132 0.76% 21
2020
Q4 		$1.08M Sell
16,654
-2,572
-13% -$157K 0.81% 21
2020
Q3 		$1.13M Buy
19,226
+1,310
+7% +$74K 0.92% 19
2020
Q2 		$936K Buy
17,916
+230
+1% +$10.8K 0.85% 21
2020
Q1 		$711K Buy
17,686
+3,630
+26% +$166K 0.77% 19
2019
Q4 		$644K Buy
+14,056
New +$602K 0.6% 20

Other funds holding XLK

Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Bar Harbor Wealth Management
Bar Harbor Wealth Management Concord, New Hampshire $1.82B AUM 24.36% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Galvin Gaustad & Stein
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

LPWM LLC's XLK Position: Q3 2026 in Review

LPWM LLC increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.31% in Q3 2026, buying an estimated $6.28K and bringing the position to 11,022 shares worth $2.16M. The position accounts for 0.47% of the portfolio, ranked #32.

LPWM LLC first reported a position in XLK in Q4 2019 and has held it in 28 quarters since. 938 funds tracked by Wall St. Rank hold XLK as of Q3 2026.

  • LPWM LLC held 11,022 shares of State Street Technology Select Sector SPDR ETF worth $2.16M as of Q3 2026.
  • LPWM LLC bought 34 State Street Technology Select Sector SPDR ETF shares in Q3 2026, an estimated $6.28K.
  • State Street Technology Select Sector SPDR ETF made up 0.47% of LPWM LLC's portfolio in Q3 2026, its #32 holding.
  • LPWM LLC first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2019 and has held it in 28 quarters since.
  • 938 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.

Based on LPWM LLC's 13F filing for Q3 2026, filed 20 Oct 2026.