IAM Advisory’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

IAM Advisory’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	$2.5M	Buy	13,123 +536	+4%	+$91.6K	0.49%	33
2026 Q1	$1.67M	Sell	12,587 -150	-1%	-$21.1K	0.37%	45
2025 Q4	$1.83M	Buy	12,737 +15	+0.1%	+$2.17K	0.41%	38
2025 Q3	$1.79M	Sell	12,722 -166	-1%	-$22K	0.4%	41
2025 Q2	$1.63M	Hold	12,888	–	–	0.39%	43
2025 Q1	$1.33M	Buy	12,888 +154	+1%	+$17.5K	0.35%	51
2024 Q4	$1.48M	Sell	12,734 -236	-2%	-$27.5K	0.38%	49
2024 Q3	$1.46M	Sell	12,970 -38	-0.3%	-$4.17K	0.37%	50
2024 Q2	$1.47M	Buy	13,008 +468	+4%	+$49.3K	0.4%	50
2024 Q1	$1.31M	Sell	12,540 -306	-2%	-$30.9K	0.36%	50
2023 Q4	$1.24M	Buy	12,846 +10,074	+363%	+$897K	0.39%	41
2023 Q3	$227K	Buy	2,772 +6	+0.2%	+$515	0.08%	86
2023 Q2	$241K	Buy	2,766 +6	+0.2%	+$473	0.08%	80
2023 Q1	$208K	Buy	+2,760	New	+$190K	0.07%	87

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

IAM Advisory's XLK Position: Q2 2026 in Review

IAM Advisory increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 4.3% in Q2 2026, buying an estimated $91.6K and bringing the position to 13,123 shares worth $2.5M. The position accounts for 0.49% of the portfolio, ranked #33.

IAM Advisory first reported a position in XLK in Q1 2023 and has held it in 14 quarters since. 2,654 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

IAM Advisory held 13,123 shares of State Street Technology Select Sector SPDR ETF worth $2.5M as of Q2 2026.
IAM Advisory bought 536 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $91.6K.
State Street Technology Select Sector SPDR ETF made up 0.49% of IAM Advisory's portfolio in Q2 2026, its #33 holding.
IAM Advisory first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2023 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 IAM Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.