LL
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
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

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPWM LLC's XLK Position: Q1 2026 in Review

LPWM LLC reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 7.4% in Q1 2026, selling an estimated $123K and leaving 10,964 shares worth $1.46M. The position accounts for 0.37% of the portfolio, ranked #36.

LPWM LLC first reported a position in XLK in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.7M in Q4 2025. 2,400 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

  • LPWM LLC held 10,964 shares of State Street Technology Select Sector SPDR ETF worth $1.46M as of Q1 2026.
  • LPWM LLC sold 872 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $123K.
  • State Street Technology Select Sector SPDR ETF made up 0.37% of LPWM LLC's portfolio in Q1 2026, its #36 holding.
  • LPWM LLC first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2019 and has held it in 26 quarters since.
  • LPWM LLC's State Street Technology Select Sector SPDR ETF position peaked at $1.7M in Q4 2025.
  • 2,400 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on LPWM LLC's 13F filing for Q1 2026, filed 9 Apr 2026.