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 Q3	$3.09M	Buy	15,781 +518	+3%	+$95.6K	0.32%	27
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

J. Safra Asset Management New York $2.3B AUM 21.55% 1-Year Est. Return

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

LVZ Inc's XLK Position: Q3 2026 in Review

LVZ Inc increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 3.4% in Q3 2026, buying an estimated $95.6K and bringing the position to 15,781 shares worth $3.09M. The position accounts for 0.32% of the portfolio, ranked #27.

LVZ Inc first reported a position in XLK in Q2 2023 and has held it in 8 quarters since. 1,720 funds tracked by Wall St. Rank hold XLK as of Q3 2026.

LVZ Inc held 15,781 shares of State Street Technology Select Sector SPDR ETF worth $3.09M as of Q3 2026.
LVZ Inc bought 518 State Street Technology Select Sector SPDR ETF shares in Q3 2026, an estimated $95.6K.
State Street Technology Select Sector SPDR ETF made up 0.32% of LVZ Inc's portfolio in Q3 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 8 quarters since.
1,720 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.

Based on LVZ Inc's 13F filing for Q3 2026, filed 20 Oct 2026.