White Lighthouse Investment Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

White Lighthouse Investment 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	$2M	Hold	10,494	–	–	0.25%	52
2026 Q1	$1.39M	Sell	10,494 -2,750	-21%	-$388K	0.19%	66
2025 Q4	$1.91M	Buy	13,244 +9,398	+244%	+$1.36M	0.27%	51
2025 Q3	$542K	Buy	3,846 +10	+0.3%	+$1.32K	0.08%	92
2025 Q2	$486K	Buy	3,836 +530	+16%	+$58.8K	0.08%	96
2025 Q1	$341K	Sell	3,306 -932	-22%	-$106K	0.06%	103
2024 Q4	$493K	Sell	4,238 -400	-9%	-$46.5K	0.09%	92
2024 Q3	$524K	Buy	4,638 +442	+11%	+$48.5K	0.09%	83
2024 Q2	$475K	Buy	4,196 +1,164	+38%	+$123K	0.09%	85
2024 Q1	$316K	Sell	3,032 -308	-9%	-$31.1K	0.06%	103
2023 Q4	$321K	Buy	3,340 +2	+0.1%	+$178	0.07%	101
2023 Q3	$274K	Sell	3,338 -590	-15%	-$50.6K	0.07%	104
2023 Q2	$341K	Hold	3,928	–	–	0.08%	91
2023 Q1	$297K	Hold	3,928	–	–	0.07%	96
2022 Q4	$244K	Sell	3,928 -192	-5%	-$12.2K	0.07%	101
2022 Q3	$245K	Buy	+4,120	New	+$281K	0.07%	96
2022 Q2	–	Sell	-3,070	Closed	-$244K	–	119
2022 Q1	$244K	Buy	+3,070	New	+$241K	0.06%	105
2019 Q2	–	Sell	-5,800	Closed	-$215K	–	130
2019 Q1	$215K	Sell	5,800 -1,700	-23%	-$58.2K	0.1%	113
2018 Q4	$232K	Sell	7,500 -300	-4%	-$10.1K	0.13%	103
2018 Q3	$294K	Hold	7,800	–	–	0.15%	95
2018 Q2	$271K	Sell	7,800 -600	-7%	-$20.6K	0.15%	97
2018 Q1	$275K	Sell	8,400 -200	-2%	-$6.72K	0.16%	98
2017 Q4	$275K	Buy	+8,600	New	+$270K	0.16%	100

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

White Lighthouse Investment Management's XLK Position: Q2 2026 in Review

White Lighthouse Investment Management held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 10,494 shares worth $2M. The position accounts for 0.25% of the portfolio, ranked #52.

White Lighthouse Investment Management first reported a position in XLK in Q4 2017 and has held it in 23 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

White Lighthouse Investment Management held 10,494 shares of State Street Technology Select Sector SPDR ETF worth $2M as of Q2 2026.
White Lighthouse Investment Management left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.25% of White Lighthouse Investment Management's portfolio in Q2 2026, its #52 holding.
White Lighthouse Investment Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2017 and has held it in 23 quarters since.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on White Lighthouse Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.