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Lyell Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Lyell Wealth 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
Q1 		$4.23M Sell
31,808
-2,169
-6% -$306K 0.31% 69
2025
Q4 		$4.89M Sell
33,977
-1,933
-5% -$279K 0.35% 69
2025
Q3 		$5.06M Sell
35,910
-716
-2% -$94.8K 0.38% 69
2025
Q2 		$4.64M Buy
36,626
+1,910
+6% +$212K 0.37% 71
2025
Q1 		$3.58M Buy
34,716
+3,900
+13% +$442K 0.34% 75
2024
Q4 		$3.58M Buy
30,816
+3,140
+11% +$365K 0.32% 77
2024
Q3 		$3.12M Buy
27,676
+876
+3% +$96.2K 0.28% 86
2024
Q2 		$3.03M Buy
26,800
+2,430
+10% +$256K 0.29% 84
2024
Q1 		$2.54M Sell
24,370
-288
-1% -$29.1K 0.26% 90
2023
Q4 		$2.37M Buy
24,658
+12,530
+103% +$1.12M 0.27% 88
2023
Q3 		$994K Sell
12,128
-268
-2% -$23K 0.13% 103
2023
Q2 		$1.08M Buy
12,396
+94
+0.8% +$7.41K 0.14% 102
2023
Q1 		$929K Sell
12,302
-2,286
-16% -$157K 0.13% 112
2022
Q4 		$908K Sell
14,588
-728
-5% -$46.2K 0.14% 105
2022
Q3 		$910K Sell
15,316
-2,028
-12% -$138K 0.15% 104
2022
Q2 		$1.1M Buy
17,344
+5,360
+45% +$373K 0.18% 100
2022
Q1 		$952K Sell
11,984
-256
-2% -$20.1K 0.12% 107
2021
Q4 		$1.06M Buy
12,240
+650
+6% +$53.5K 0.12% 104
2021
Q3 		$865K Buy
11,590
+28
+0.2% +$2.16K 0.11% 110
2021
Q2 		$854K Buy
11,562
+402
+4% +$28.2K 0.11% 114
2021
Q1 		$741K Buy
11,160
+14
+0.1% +$924 0.11% 111
2020
Q4 		$725K Buy
11,146
+1,130
+11% +$68.8K 0.12% 93
2020
Q3 		$584K Buy
10,016
+232
+2% +$13.1K 0.11% 89
2020
Q2 		$511K Buy
9,784
+1,482
+18% +$69.7K 0.11% 86
2020
Q1 		$334K Buy
8,302
+2,398
+41% +$109K 0.1% 92
2019
Q4 		$271K Buy
+5,904
New +$253K 0.07% 109

Other funds holding XLK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lyell Wealth Management's XLK Position: Q1 2026 in Review

Lyell Wealth Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 6.4% in Q1 2026, selling an estimated $306K and leaving 31,808 shares worth $4.23M. The position accounts for 0.31% of the portfolio, ranked #69.

Lyell Wealth Management first reported a position in XLK in Q4 2019 and has held it in 26 quarters since. The position peaked at $5.06M in Q3 2025. 2,405 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

  • Lyell Wealth Management held 31,808 shares of State Street Technology Select Sector SPDR ETF worth $4.23M as of Q1 2026.
  • Lyell Wealth Management sold 2,169 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $306K.
  • State Street Technology Select Sector SPDR ETF made up 0.31% of Lyell Wealth Management's portfolio in Q1 2026, its #69 holding.
  • Lyell Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2019 and has held it in 26 quarters since.
  • Lyell Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $5.06M in Q3 2025.
  • 2,405 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.