Analyst IMS Investment Management Services’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Analyst IMS Investment Management Services’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	$23M	Hold	120,704	–	–	0.53%	22
2026 Q1	$16M	Buy	120,704 +7,100	+6%	+$1M	0.49%	22
2025 Q4	$16.4M	Buy	113,604 +4,280	+4%	+$618K	0.48%	25
2025 Q3	$15.4M	Buy	109,324 +16,706	+18%	+$2.21M	0.48%	24
2025 Q2	$11.7M	Buy	92,618 +6,680	+8%	+$741K	0.4%	25
2025 Q1	$8.87M	Buy	85,938 +24,380	+40%	+$2.76M	0.34%	28
2024 Q4	$7.16M	Buy	61,558 +2,226	+4%	+$259K	0.26%	30
2024 Q3	$6.7M	Buy	59,332 +38,092	+179%	+$4.18M	0.26%	30
2024 Q2	$2.4M	Buy	21,240 +11,740	+124%	+$1.24M	0.1%	43
2024 Q1	$989K	Buy	9,500 +4,698	+98%	+$475K	0.04%	67
2023 Q4	$462K	Sell	4,802 -3,148	-40%	-$280K	0.02%	81
2023 Q3	$649K	Buy	7,950 +4,490	+130%	+$385K	0.04%	70
2023 Q2	$296K	Buy	+3,460	New	+$273K	0.02%	84
2018 Q4	–	Sell	-1,126	Closed	-$42K	–	169
2018 Q3	$42K	Buy	+1,126	New	+$41.3K	0.01%	135

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

Analyst IMS Investment Management Services's XLK Position: Q2 2026 in Review

Analyst IMS Investment Management Services held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 120,704 shares worth $23M. The position accounts for 0.53% of the portfolio, ranked #22.

Analyst IMS Investment Management Services first reported a position in XLK in Q3 2018 and has held it in 14 quarters since. 2,654 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Analyst IMS Investment Management Services held 120,704 shares of State Street Technology Select Sector SPDR ETF worth $23M as of Q2 2026.
Analyst IMS Investment Management Services left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.53% of Analyst IMS Investment Management Services's portfolio in Q2 2026, its #22 holding.
Analyst IMS Investment Management Services first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2018 and has held it in 14 quarters since.
2,654 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Analyst IMS Investment Management Services's 13F filing for Q2 2026, filed 29 Jul 2026.