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
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

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
APTFM
AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPWM LLC's XLK Position: Q2 2026 in Review

LPWM LLC increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.22% in Q2 2026, buying an estimated $4.1K and bringing the position to 10,988 shares worth $2.09M. The position accounts for 0.46% of the portfolio, ranked #30.

LPWM LLC first reported a position in XLK in Q4 2019 and has held it in 27 quarters since. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • LPWM LLC held 10,988 shares of State Street Technology Select Sector SPDR ETF worth $2.09M as of Q2 2026.
  • LPWM LLC bought 24 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $4.1K.
  • State Street Technology Select Sector SPDR ETF made up 0.46% of LPWM LLC's portfolio in Q2 2026, its #30 holding.
  • LPWM LLC first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2019 and has held it in 27 quarters since.
  • 2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on LPWM LLC's 13F filing for Q2 2026, filed 24 Jul 2026.