XLK — TECHNOLOGY SELECT SECTOR

Ownership history in Joseph P. Lucia & Associates, LLC  ·  28 quarters on record

This page tracks every 13F SEC filing in which Joseph P. Lucia & Associates, LLC reported a position in TECHNOLOGY SELECT SECTOR (XLK). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.28% (2020 Q3)
Avg. % of fund
2.6%
First filed
2019 Q1
Last filed
2025 Q4
Quarters held
28
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 44,104 +20,916 +90.2% 2.29% $6.3M $143.97
2025 Q3 REDUCED 23,188 -515 -2.2% 2.47% $6.5M $140.72
2025 Q2 REDUCED 23,703 -416 -1.7% 2.46% $6.0M $126.26
2025 Q1 REDUCED 24,119 -299 -1.2% 2.28% $5.0M $102.78
24 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    XLK price (monthly, adj. close)

Other funds also holding XLK

As of 2025 Q4 — sorted by position size

Main Management ETF Advisors, LLC 3Y 7Y 28.25% IMZ Advisory Inc 26.43% TIFF ADVISORY SERVICES, LLC 3Y 7Y 15.4% SOUTHERN CAPITAL SERVICES INC /ADV 15.19% PTM WEALTH MANAGEMENT, LLC 14.72% Cerity Partners OCIO LLC 3Y 7Y 13.25% Conservest Capital Advisors, Inc. 3Y 7Y 11.97% Biltmore Wealth Management, LLC 3Y 7Y 11.87% Cooksen Wealth, LLC 11.86% Fox Financial, Inc 11.74%
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