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

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

Lighthouse Financial Services Brea, California $476M AUM

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return