IBEX Wealth Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

IBEX Wealth Advisors’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 Q1	$3.73M	Sell	28,070 -416	-1%	-$58.6K	0.35%	72
2025 Q4	$4.1M	Sell	28,486 -232	-0.8%	-$33.5K	0.4%	75
2025 Q3	$4.05M	Sell	28,718 -150	-0.5%	-$19.9K	0.39%	76
2025 Q2	$3.66M	Buy	28,868 +2,490	+9%	+$276K	0.39%	72
2025 Q1	$2.72M	Sell	26,378 -1,858	-7%	-$211K	0.36%	70
2024 Q4	$3.28M	Buy	+28,236	New	+$3.29M	0.39%	72
2023 Q1	–	Sell	-18,808	Closed	-$1.17M	–	185
2022 Q4	$1.17M	Buy	18,808 +22	+0.1%	+$1.4K	0.26%	88
2022 Q3	$1.12M	Buy	18,786 +18	+0.1%	+$1.23K	0.29%	83
2022 Q2	$1.19M	Buy	18,768 +18	+0.1%	+$1.25K	0.27%	90
2022 Q1	$1.49M	Buy	18,750 +14	+0.1%	+$1.1K	0.29%	92
2021 Q4	$1.63M	Sell	18,736 -124	-0.7%	-$10.2K	0.29%	97
2021 Q3	$1.41M	Buy	18,860 +338	+2%	+$26.1K	0.27%	102
2021 Q2	$1.37M	Sell	18,522 -2,616	-12%	-$183K	0.27%	103
2021 Q1	$1.4M	Buy	21,138 +258	+1%	+$17K	0.35%	86
2020 Q4	$1.36M	Buy	20,880 +844	+4%	+$51.4K	0.35%	84
2020 Q3	$1.17M	Buy	+20,036	New	+$1.13M	0.34%	82
2019 Q3	–	Sell	-15,522	Closed	-$605K	–	403
2019 Q2	$605K	Buy	+15,522	New	+$592K	0.17%	112
2017 Q1	–	Sell	-4,070	Closed	-$101K	–	401
2016 Q4	$101K	Buy	+4,070	New	+$97.1K	0.05%	139

Other funds holding XLK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

IBEX Wealth Advisors's XLK Position: Q1 2026 in Review

IBEX Wealth Advisors reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 1.5% in Q1 2026, selling an estimated $58.6K and leaving 28,070 shares worth $3.73M. The position accounts for 0.35% of the portfolio, ranked #72.

IBEX Wealth Advisors first reported a position in XLK in Q4 2016 and has held it in 18 quarters since. The position peaked at $4.1M in Q4 2025. 2,402 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

IBEX Wealth Advisors held 28,070 shares of State Street Technology Select Sector SPDR ETF worth $3.73M as of Q1 2026.
IBEX Wealth Advisors sold 416 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $58.6K.
State Street Technology Select Sector SPDR ETF made up 0.35% of IBEX Wealth Advisors's portfolio in Q1 2026, its #72 holding.
IBEX Wealth Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2016 and has held it in 18 quarters since.
IBEX Wealth Advisors's State Street Technology Select Sector SPDR ETF position peaked at $4.1M in Q4 2025.
2,402 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.