Lynch & Associates’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Lynch & Associates’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	$3.83M	Sell	20,113 -115	-0.6%	-$19.6K	0.67%	47
2026 Q1	$2.69M	Hold	20,228	–	–	0.5%	50
2025 Q4	$2.91M	Hold	20,228	–	–	0.55%	48
2025 Q3	$2.85M	Hold	20,228	–	–	0.55%	49
2025 Q2	$2.56M	Sell	20,228 -220	-1%	-$24.4K	0.52%	51
2025 Q1	$2.11M	Hold	20,448	–	–	0.46%	56
2024 Q4	$2.38M	Hold	20,448	–	–	0.52%	51
2024 Q3	$2.31M	Hold	20,448	–	–	0.49%	54
2024 Q2	$2.31M	Sell	20,448 -50	-0.2%	-$5.26K	0.52%	52
2024 Q1	$2.13M	Sell	20,498 -50	-0.2%	-$5.06K	0.49%	54
2023 Q4	$1.98M	Hold	20,548	–	–	0.48%	54
2023 Q3	$1.68M	Hold	20,548	–	–	0.44%	54
2023 Q2	$1.79M	Sell	20,548 -740	-3%	-$58.3K	0.46%	52
2023 Q1	$1.61M	Buy	21,288 +774	+4%	+$53.3K	0.42%	54
2022 Q4	$1.28M	Buy	20,514 +244	+1%	+$15.5K	0.33%	60
2022 Q3	$1.2M	Hold	20,270	–	–	0.35%	60
2022 Q2	$1.29M	Sell	20,270 -30	-0.1%	-$2.09K	0.35%	60
2022 Q1	$1.61M	Sell	20,300 -50	-0.2%	-$3.92K	0.39%	58
2021 Q4	$1.77M	Hold	20,350	–	–	0.42%	55
2021 Q3	$1.52M	Sell	20,350 -500	-2%	-$38.6K	0.39%	60
2021 Q2	$1.54M	Sell	20,850 -50	-0.2%	-$3.5K	0.39%	59
2021 Q1	$1.39M	Sell	20,900 -1,650	-7%	-$109K	0.37%	60
2020 Q4	$1.47M	Hold	22,550	–	–	0.4%	53
2020 Q3	$1.32M	Sell	22,550 -100	-0.4%	-$5.65K	0.39%	54
2020 Q2	$1.18M	Sell	22,650 -50	-0.2%	-$2.35K	0.38%	55
2020 Q1	$912K	Sell	22,700 -100	-0.4%	-$4.56K	0.34%	55
2019 Q4	$1.04M	Hold	22,800	–	–	0.3%	58
2019 Q3	$918K	Hold	22,800	–	–	0.28%	58
2019 Q2	$890K	Hold	22,800	–	–	0.29%	59
2019 Q1	$844K	Sell	22,800 -850	-4%	-$29.1K	0.28%	56
2018 Q4	$733K	Buy	23,650 +700	+3%	+$23.7K	0.27%	59
2018 Q3	$864K	Hold	22,950	–	–	0.29%	60
2018 Q2	$797K	Hold	22,950	–	–	0.29%	61
2018 Q1	$751K	Hold	22,950	–	–	0.29%	60
2017 Q4	$734K	Hold	22,950	–	–	0.28%	59
2017 Q3	$678K	Sell	22,950 -150	-0.6%	-$4.32K	0.27%	62
2017 Q2	$632K	Hold	23,100	–	–	0.25%	66
2017 Q1	$616K	Hold	23,100	–	–	0.25%	66
2016 Q4	$559K	Sell	23,100 -200	-0.9%	-$4.77K	0.24%	70
2016 Q3	$557K	Hold	23,300	–	–	0.25%	73
2016 Q2	$505K	Hold	23,300	–	–	0.23%	71
2016 Q1	$517K	Sell	23,300 -750	-3%	-$15.5K	0.25%	69
2015 Q4	$515K	Hold	24,050	–	–	0.26%	70
2015 Q3	$475K	Hold	24,050	–	–	0.26%	71
2015 Q2	$498K	Sell	24,050 -430	-2%	-$9.18K	0.26%	72
2015 Q1	$507K	Sell	24,480 -12,098	-33%	-$252K	0.27%	71
2014 Q4	$756K	Hold	36,578	–	–	0.41%	60
2014 Q3	$730K	Hold	36,578	–	–	0.41%	60
2014 Q2	$701K	Buy	36,578 +1,748	+5%	+$32.4K	0.4%	57
2014 Q1	$633K	Sell	34,830 -2,890	-8%	-$51.6K	0.37%	58
2013 Q4	$674K	Buy	37,720 +1,960	+5%	+$33.2K	0.4%	58
2013 Q3	$573K	Hold	35,760	–	–	0.38%	60
2013 Q2	$547K	Buy	+35,760	New	+$553K	0.38%	66

Other funds holding XLK

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

BHWM

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

LFS

Lighthouse Financial Services Brea, California $476M AUM

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

AIC

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

ONB

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

Lynch & Associates's XLK Position: Q2 2026 in Review

Lynch & Associates reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.57% in Q2 2026, selling an estimated $19.6K and leaving 20,113 shares worth $3.83M. The position accounts for 0.67% of the portfolio, ranked #47.

Lynch & Associates first reported a position in XLK in Q2 2013 and has held it in 53 quarters since. 522 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Lynch & Associates held 20,113 shares of State Street Technology Select Sector SPDR ETF worth $3.83M as of Q2 2026.
Lynch & Associates sold 115 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $19.6K.
State Street Technology Select Sector SPDR ETF made up 0.67% of Lynch & Associates's portfolio in Q2 2026, its #47 holding.
Lynch & Associates first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2013 and has held it in 53 quarters since.
522 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Lynch & Associates's 13F filing for Q2 2026, filed 13 Jul 2026.