LWM Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

LWM Advisors’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	$251K	Buy	+1,319	New	+$225K	0.19%	34

Other funds holding XLK

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

Lighthouse Financial Services Brea, California $476M AUM

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

LWM Advisors's XLK Position: Q2 2026 in Review

LWM Advisors opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q2 2026: 1,319 shares worth $251K. The stake represents 0.19% of the portfolio and ranks #34 among its holdings.

522 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

LWM Advisors held 1,319 shares of State Street Technology Select Sector SPDR ETF worth $251K as of Q2 2026.
State Street Technology Select Sector SPDR ETF was a new LWM Advisors position in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.19% of LWM Advisors's portfolio in Q2 2026, its #34 holding.
522 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on LWM Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.