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

LWM Advisory Services’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	–	Sell	-5,468	Closed	-$727K	–	97
2026 Q1	$727K	Sell	5,468 -12,699	-70%	-$1.79M	0.78%	26
2025 Q4	$2.62M	Sell	18,167 -73	-0.4%	-$10.5K	1.53%	16
2025 Q3	$2.57M	Buy	18,240 +12,892	+241%	+$1.71M	1.5%	17
2025 Q2	$677K	Sell	5,348 -144	-3%	-$16K	0.47%	38
2025 Q1	$567K	Sell	5,492 -4,034	-42%	-$457K	0.39%	46
2024 Q4	$1.11M	Sell	9,526 -530	-5%	-$61.7K	0.77%	27
2024 Q3	$1.14M	Buy	10,056 +1,136	+13%	+$125K	0.84%	26
2024 Q2	$1.01M	Buy	8,920 +194	+2%	+$20.4K	0.85%	26
2024 Q1	$909K	Buy	8,726 +4,568	+110%	+$462K	0.73%	28
2023 Q4	$400K	Buy	4,158 +2,286	+122%	+$204K	0.35%	55
2023 Q3	$153K	Buy	+1,872	New	+$161K	0.16%	75
2022 Q2	–	Sell	-5,140	Closed	-$408K	–	127
2022 Q1	$408K	Buy	+5,140	New	+$404K	0.51%	58

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

LWM Advisory Services's XLK Position: Q2 2026 in Review

LWM Advisory Services sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q2 2026, closing a stake of 5,468 shares — an estimated $727K sold.

LWM Advisory Services first reported a position in XLK in Q1 2022 and held it in 12 quarters. The position peaked at $2.62M in Q4 2025. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

LWM Advisory Services reported no remaining State Street Technology Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
LWM Advisory Services sold 5,468 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $727K.
LWM Advisory Services first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2022 and held it in 12 quarters.
LWM Advisory Services's State Street Technology Select Sector SPDR ETF position peaked at $2.62M in Q4 2025.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on LWM Advisory Services's 13F filing for Q2 2026, filed 3 Aug 2026.