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 Q2	$6.29M	Buy	33,020 +1,212	+4%	+$207K	0.39%	59
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

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

Lyell Wealth Management's XLK Position: Q2 2026 in Review

Lyell Wealth Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 3.8% in Q2 2026, buying an estimated $207K and bringing the position to 33,020 shares worth $6.29M. The position accounts for 0.39% of the portfolio, ranked #59.

Lyell Wealth Management first reported a position in XLK in Q4 2019 and has held it in 27 quarters since. 2,667 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Lyell Wealth Management held 33,020 shares of State Street Technology Select Sector SPDR ETF worth $6.29M as of Q2 2026.
Lyell Wealth Management bought 1,212 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $207K.
State Street Technology Select Sector SPDR ETF made up 0.39% of Lyell Wealth Management's portfolio in Q2 2026, its #59 holding.
Lyell Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2019 and has held it in 27 quarters since.
2,667 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Lyell Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.