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 Q3	$6.55M	Buy	33,460 +440	+1%	+$81.2K	0.39%	60
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

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

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

Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Bar Harbor Wealth Management Concord, New Hampshire $1.82B AUM 24.36% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Trek Financial Scottsdale, Arizona $2.16B AUM 42.56% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

Lyell Wealth Management's XLK Position: Q3 2026 in Review

Lyell Wealth Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 1.3% in Q3 2026, buying an estimated $81.2K and bringing the position to 33,460 shares worth $6.55M. The position accounts for 0.39% of the portfolio, ranked #60.

Lyell Wealth Management first reported a position in XLK in Q4 2019 and has held it in 28 quarters since. 1,282 funds tracked by Wall St. Rank hold XLK as of Q3 2026.

Lyell Wealth Management held 33,460 shares of State Street Technology Select Sector SPDR ETF worth $6.55M as of Q3 2026.
Lyell Wealth Management bought 440 State Street Technology Select Sector SPDR ETF shares in Q3 2026, an estimated $81.2K.
State Street Technology Select Sector SPDR ETF made up 0.39% of Lyell Wealth Management's portfolio in Q3 2026, its #60 holding.
Lyell Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2019 and has held it in 28 quarters since.
1,282 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.

Based on Lyell Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.