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

IFP 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 Q2	$12.8M	Buy	67,401 +2,661	+4%	+$455K	0.23%	88
2026 Q1	$8.6M	Buy	64,740 +4,080	+7%	+$575K	0.18%	122
2025 Q4	$8.73M	Sell	60,660 -4,492	-7%	-$649K	0.2%	108
2025 Q3	$9.18M	Sell	65,152 -920	-1%	-$122K	0.24%	87
2025 Q2	$8.37M	Sell	66,072 -152,764	-70%	-$17M	0.24%	85
2025 Q1	$22.6M	Buy	218,836 +17,346	+9%	+$1.97M	0.7%	18
2024 Q4	$23.4M	Buy	201,490 +20,984	+12%	+$2.44M	0.77%	18
2024 Q3	$20.4M	Buy	180,506 +98,072	+119%	+$10.8M	0.73%	20
2024 Q2	$9.32M	Buy	82,434 +53,456	+184%	+$5.63M	0.37%	54
2024 Q1	$3.02M	Buy	28,978 +1,218	+4%	+$123K	0.13%	166
2023 Q4	$2.67M	Buy	27,760 +194	+0.7%	+$17.3K	0.13%	172
2023 Q3	$2.26M	Buy	27,566 +2,002	+8%	+$172K	0.1%	209
2023 Q2	$2.22M	Sell	25,564 -10,224	-29%	-$806K	0.09%	236
2023 Q1	$519K	Sell	35,788 -47,126	-57%	-$3.24M	0.02%	594
2022 Q4	$1.25M	Sell	82,914 -7,628	-8%	-$484K	0.03%	535
2022 Q3	$1.38M	Buy	90,542 +8,554	+10%	+$584K	0.04%	530
2022 Q2	$1.24M	Hold	81,988	–	–	0.04%	511
2022 Q1	$1.24M	Sell	81,988 -128,092	-61%	-$10.1M	0.04%	511
2021 Q4	$18.3M	Buy	210,080 +8,990	+4%	+$740K	0.36%	29
2021 Q3	$15M	Sell	201,090 -8,314	-4%	-$641K	0.3%	33
2021 Q2	$15.5M	Buy	209,404 +6,482	+3%	+$454K	0.32%	27
2021 Q1	$13.5M	Buy	202,922 +17,890	+10%	+$1.18M	0.26%	32
2020 Q4	$12M	Buy	185,032 +21,434	+13%	+$1.31M	0.49%	29
2020 Q3	$9.55M	Buy	163,598 +118,826	+265%	+$6.71M	0.57%	29
2020 Q2	$2.3M	Buy	44,772 +6,170	+16%	+$290K	0.18%	123
2020 Q1	$1.59M	Sell	38,602 -50,374	-57%	-$2.3M	0.16%	142
2019 Q4	$4.09M	Buy	88,976 +45,144	+103%	+$1.93M	0.31%	73
2019 Q3	$1.75M	Buy	+43,832	New	+$1.75M	0.12%	194
2019 Q1	$622K	Sell	16,778 -163,674	-91%	-$5.6M	0.08%	247
2018 Q4	$5.54M	Sell	180,452 -45,918	-20%	-$1.55M	0.34%	61
2018 Q3	$8.53M	Sell	226,370 -19,188	-8%	-$704K	0.35%	58
2018 Q2	$8.53M	Buy	245,558 +8,580	+4%	+$294K	0.36%	55
2018 Q1	$7.58M	Hold	236,978	–	–	0.34%	60
2017 Q4	$7.58M	Sell	236,978 -14,042	-6%	-$440K	0.34%	60
2017 Q3	$7.42M	Buy	251,020 +6,046	+2%	+$174K	0.29%	70
2017 Q2	$6.7M	Sell	244,974 -76,800	-24%	-$2.11M	0.28%	73
2017 Q1	$8.58M	Buy	321,774 +65,144	+25%	+$1.68M	0.37%	54
2016 Q4	$6.21M	Buy	256,630 +161,322	+169%	+$3.85M	0.3%	68
2016 Q3	$2.28M	Sell	95,308 -2,844	-3%	-$66.1K	0.12%	187
2016 Q2	$2.13M	Buy	98,152 +81,374	+485%	+$1.76M	0.12%	194
2016 Q1	$622K	Sell	16,778 -97,998	-85%	-$2.02M	0.08%	247
2015 Q4	$2.46M	Buy	+114,776	New	+$2.47M	0.17%	133

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

IFP Advisors's XLK Position: Q2 2026 in Review

IFP Advisors increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 4.1% in Q2 2026, buying an estimated $455K and bringing the position to 67,401 shares worth $12.8M. The position accounts for 0.23% of the portfolio, ranked #88.

IFP Advisors first reported a position in XLK in Q4 2015 and has held it in 42 quarters since. The position peaked at $23.4M in Q4 2024. 2,644 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

IFP Advisors held 67,401 shares of State Street Technology Select Sector SPDR ETF worth $12.8M as of Q2 2026.
IFP Advisors bought 2,661 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $455K.
State Street Technology Select Sector SPDR ETF made up 0.23% of IFP Advisors's portfolio in Q2 2026, its #88 holding.
IFP Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2015 and has held it in 42 quarters since.
IFP Advisors's State Street Technology Select Sector SPDR ETF position peaked at $23.4M in Q4 2024.
2,644 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.