LVM Capital Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

LVM Capital 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	$3.5M	Buy	18,372 +16	+0.1%	+$2.73K	0.29%	48
2026 Q1	$2.44M	Sell	18,356 -21	-0.1%	-$2.96K	0.23%	57
2025 Q4	$2.65M	Sell	18,377 -215	-1%	-$31.1K	0.25%	55
2025 Q3	$2.62M	Sell	18,592 -156	-0.8%	-$20.7K	0.25%	58
2025 Q2	$2.37M	Sell	18,748 -4	-0%	-$444	0.25%	56
2025 Q1	$1.94M	Sell	18,752 -688	-4%	-$78K	0.22%	57
2024 Q4	$2.26M	Sell	19,440 -726	-4%	-$84.5K	0.24%	54
2024 Q3	$2.28M	Hold	20,166	–	–	0.26%	52
2024 Q2	$2.28M	Buy	20,166 +130	+0.6%	+$13.7K	0.26%	52
2024 Q1	$2.09M	Buy	20,036 +576	+3%	+$58.2K	0.25%	53
2023 Q4	$1.87M	Sell	19,460 -232	-1%	-$20.7K	0.24%	54
2023 Q3	$1.61M	Sell	19,692 -560	-3%	-$48K	0.23%	56
2023 Q2	$1.76M	Sell	20,252 -170	-0.8%	-$13.4K	0.24%	55
2023 Q1	$1.54M	Sell	20,422 -50	-0.2%	-$3.44K	0.21%	57
2022 Q4	$1.27M	Sell	20,472 -3,546	-15%	-$225K	0.18%	63
2022 Q3	$1.43M	Buy	24,018 +2,426	+11%	+$166K	0.22%	58
2022 Q2	$1.37M	Sell	21,592 -560	-3%	-$39K	0.2%	60
2022 Q1	$1.76M	Sell	22,152 -60	-0.3%	-$4.71K	0.23%	58
2021 Q4	$1.93M	Buy	22,212 +2,978	+15%	+$245K	0.26%	55
2021 Q3	$1.44M	Sell	19,234 -380	-2%	-$29.3K	0.22%	59
2021 Q2	$1.45M	Buy	19,614 +474	+2%	+$33.2K	0.22%	57
2021 Q1	$1.27M	Buy	19,140 +580	+3%	+$38.3K	0.21%	58
2020 Q4	$1.21M	Buy	18,560 +1,080	+6%	+$65.8K	0.2%	56
2020 Q3	$1.02M	Buy	17,480 +10,440	+148%	+$590K	0.2%	51
2020 Q2	$368K	Buy	7,040 +270	+4%	+$12.7K	0.08%	78
2020 Q1	$272K	Sell	6,770 -340	-5%	-$15.5K	0.07%	83
2019 Q4	$326K	Hold	7,110	–	–	0.06%	88
2019 Q3	$286K	Hold	7,110	–	–	0.06%	91
2019 Q2	$277K	Hold	7,110	–	–	0.06%	92
2019 Q1	$263K	Sell	7,110 -3,202	-31%	-$110K	0.06%	97
2018 Q4	$320K	Sell	10,312 -2,296	-18%	-$77.7K	0.08%	80
2018 Q3	$475K	Buy	12,608 +632	+5%	+$23.2K	0.11%	70
2018 Q2	$416K	Hold	11,976	–	–	0.1%	75
2018 Q1	$392K	Sell	11,976 -140	-1%	-$4.7K	0.09%	75
2017 Q4	$387K	Buy	12,116 +920	+8%	+$28.9K	0.09%	79
2017 Q3	$331K	Hold	11,196	–	–	0.08%	83
2017 Q2	$306K	Sell	11,196 -340	-3%	-$9.36K	0.08%	86
2017 Q1	$307K	Hold	11,536	–	–	0.08%	86
2016 Q4	$279K	Sell	11,536 -16,790	-59%	-$401K	0.08%	92
2016 Q3	$543K	Buy	28,326 +16,790	+146%	+$390K	0.18%	61
2016 Q2	$250K	Sell	11,536 -340	-3%	-$7.37K	0.07%	98
2016 Q1	$263K	Sell	11,876 -1,600	-12%	-$33.1K	0.08%	94
2015 Q4	$289K	Sell	13,476 -1,200	-8%	-$25.8K	0.1%	84
2015 Q3	$290K	Sell	14,676 -1,290	-8%	-$26.6K	0.1%	83
2015 Q2	$330K	Sell	15,966 -500	-3%	-$10.7K	0.11%	81
2015 Q1	$341K	Sell	16,466 -10,810	-40%	-$225K	0.11%	75
2014 Q4	$564K	Sell	27,276 -650	-2%	-$13.2K	0.19%	61
2014 Q3	$557K	Sell	27,926 -400	-1%	-$7.92K	0.18%	61
2014 Q2	$543K	Sell	28,326 -950	-3%	-$17.6K	0.18%	61
2014 Q1	$532K	Buy	29,276 +3,350	+13%	+$59.8K	0.19%	59
2013 Q4	$463K	Buy	25,926 +460	+2%	+$7.8K	0.16%	70
2013 Q3	$408K	Sell	25,466 -2,560	-9%	-$40.8K	0.15%	73
2013 Q2	$429K	Buy	+28,026	New	+$434K	0.17%	71

Other funds holding XLK

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

LVM Capital Management's XLK Position: Q2 2026 in Review

LVM Capital Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.09% in Q2 2026, buying an estimated $2.73K and bringing the position to 18,372 shares worth $3.5M. The position accounts for 0.29% of the portfolio, ranked #48.

LVM Capital Management first reported a position in XLK in Q2 2013 and has held it in 53 quarters since. 1,377 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

LVM Capital Management held 18,372 shares of State Street Technology Select Sector SPDR ETF worth $3.5M as of Q2 2026.
LVM Capital Management bought 16 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $2.73K.
State Street Technology Select Sector SPDR ETF made up 0.29% of LVM Capital Management's portfolio in Q2 2026, its #48 holding.
LVM Capital Management first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2013 and has held it in 53 quarters since.
1,377 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on LVM Capital Management's 13F filing for Q2 2026, filed 9 Jul 2026.