Moody Lynn & Lieberson’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Moody Lynn & Lieberson’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	$2.27M	Buy	+11,917	New	+$2.04M	0.12%	77
2022 Q3	–	Sell	-14,990	Closed	-$953K	–	232
2022 Q2	$953K	Buy	+14,990	New	+$1.04M	0.09%	108
2016 Q4	–	Sell	-85,460	Closed	-$2.04M	–	186
2016 Q3	$2.04M	Buy	+85,460	New	+$1.99M	0.34%	72
2014 Q4	–	Sell	-771,118	Closed	-$15.4M	–	209
2014 Q3	$15.4M	Buy	+771,118	New	+$15.3M	2.29%	10
2014 Q1	–	Sell	-11,930	Closed	-$213K	–	221
2013 Q4	$213K	Sell	11,930 -4,100	-26%	-$69.5K	0.03%	187
2013 Q3	$257K	Sell	16,030 -204,070	-93%	-$3.25M	0.04%	158
2013 Q2	$3.37M	Buy	+220,100	New	+$3.41M	0.59%	62

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

Moody Lynn & Lieberson's XLK Position: Q2 2026 in Review

Moody Lynn & Lieberson opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q2 2026: 11,917 shares worth $2.27M. The stake represents 0.12% of the portfolio and ranks #77 among its holdings. This is a return to the name: Moody Lynn & Lieberson previously reported a position in XLK as recently as Q2 2022.

Moody Lynn & Lieberson first reported a position in XLK in Q2 2013 and has held it in 7 quarters since. The position peaked at $15.4M in Q3 2014. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Moody Lynn & Lieberson held 11,917 shares of State Street Technology Select Sector SPDR ETF worth $2.27M as of Q2 2026.
State Street Technology Select Sector SPDR ETF was a new Moody Lynn & Lieberson position in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.12% of Moody Lynn & Lieberson's portfolio in Q2 2026, its #77 holding.
Moody Lynn & Lieberson first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2013 and has held it in 7 quarters since.
Moody Lynn & Lieberson's State Street Technology Select Sector SPDR ETF position peaked at $15.4M in Q3 2014.
2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2026, filed 20 Jul 2026.