IWM
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Iams Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Iams Wealth 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 		$637K Buy
+3,344
New +$571K 0.19% 132
2024
Q4 		– Sell
-4,962
Closed -$560K – 178
2024
Q3 		$560K Sell
4,962
-2,304
-32% -$253K 0.28% 97
2024
Q2 		$822K Buy
7,266
+502
+7% +$52.9K 0.45% 66
2024
Q1 		$692K Sell
6,764
-2,300
-25% -$233K 0.42% 71
2023
Q4 		$872K Buy
9,064
+474
+6% +$42.2K 0.56% 58
2023
Q3 		$704K Buy
+8,590
New +$737K 0.49% 64

Other funds holding XLK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
LFS
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

Iams Wealth Management's XLK Position: Q2 2026 in Review

Iams Wealth Management opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q2 2026: 3,344 shares worth $637K. The stake represents 0.19% of the portfolio and ranks #132 among its holdings. This is a return to the name: Iams Wealth Management previously reported a position in XLK as recently as Q3 2024.

Iams Wealth Management first reported a position in XLK in Q3 2023 and has held it in 6 quarters since. The position peaked at $872K in Q4 2023. 955 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Iams Wealth Management held 3,344 shares of State Street Technology Select Sector SPDR ETF worth $637K as of Q2 2026.
  • State Street Technology Select Sector SPDR ETF was a new Iams Wealth Management position in Q2 2026.
  • State Street Technology Select Sector SPDR ETF made up 0.19% of Iams Wealth Management's portfolio in Q2 2026, its #132 holding.
  • Iams Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2023 and has held it in 6 quarters since.
  • Iams Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $872K in Q4 2023.
  • 955 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.