Lumbard & Kellner’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Lumbard & Kellner’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	$979K	Hold	5,140	–	–	0.3%	60
2026 Q1	$683K	Hold	5,140	–	–	0.24%	64
2025 Q4	$740K	Sell	5,140 -58	-1%	-$8.38K	0.26%	66
2025 Q3	$733K	Hold	5,198	–	–	0.27%	63
2025 Q2	$658K	Hold	5,198	–	–	0.29%	56
2025 Q1	$537K	Sell	5,198 -146	-3%	-$16.6K	0.24%	62
2024 Q4	$621K	Sell	5,344 -444	-8%	-$51.7K	0.27%	58
2024 Q3	$653K	Buy	5,788 +2,450	+73%	+$269K	0.29%	55
2024 Q2	$378K	Buy	+3,338	New	+$351K	0.18%	61

Other funds holding XLK

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Lumbard & Kellner's XLK Position: Q2 2026 in Review

Lumbard & Kellner held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 5,140 shares worth $979K. The position accounts for 0.3% of the portfolio, ranked #60.

Lumbard & Kellner first reported a position in XLK in Q2 2024 and has held it in 9 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Lumbard & Kellner held 5,140 shares of State Street Technology Select Sector SPDR ETF worth $979K as of Q2 2026.
Lumbard & Kellner left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.3% of Lumbard & Kellner's portfolio in Q2 2026, its #60 holding.
Lumbard & Kellner first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2024 and has held it in 9 quarters since.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Lumbard & Kellner's 13F filing for Q2 2026, filed 6 Aug 2026.