LVZ Inc’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

LVZ Inc’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	$2.91M	Buy	15,263 +672	+5%	+$115K	0.3%	27
2026 Q1	$1.94M	Buy	14,591 +1,328	+10%	+$187K	0.22%	31
2025 Q4	$1.91M	Buy	+13,263	New	+$1.92M	0.21%	31
2024 Q3	–	Sell	-7,782	Closed	-$880K	–	157
2024 Q2	$880K	Buy	+7,782	New	+$819K	0.12%	50
2024 Q1	–	Sell	-13,682	Closed	-$1.32M	–	160
2023 Q4	$1.32M	Sell	13,682 -1,204	-8%	-$107K	0.19%	40
2023 Q3	$1.22M	Sell	14,886 -224	-1%	-$19.2K	0.2%	32
2023 Q2	$1.31M	Buy	+15,110	New	+$1.19M	0.18%	45

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

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

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

LVZ Inc's XLK Position: Q2 2026 in Review

LVZ Inc increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 4.6% in Q2 2026, buying an estimated $115K and bringing the position to 15,263 shares worth $2.91M. The position accounts for 0.3% of the portfolio, ranked #27.

LVZ Inc first reported a position in XLK in Q2 2023 and has held it in 7 quarters since. 2,667 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

LVZ Inc held 15,263 shares of State Street Technology Select Sector SPDR ETF worth $2.91M as of Q2 2026.
LVZ Inc bought 672 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $115K.
State Street Technology Select Sector SPDR ETF made up 0.3% of LVZ Inc's portfolio in Q2 2026, its #27 holding.
LVZ Inc first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2023 and has held it in 7 quarters since.
2,667 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on LVZ Inc's 13F filing for Q2 2026, filed 9 Jul 2026.