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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$435K Hold
3,276
0.04% 152
2025
Q4
$472K Hold
3,276
0.05% 149
2025
Q3
$462K Hold
3,276
0.05% 143
2025
Q2
$415K Hold
3,276
0.04% 151
2025
Q1
$338K Hold
3,276
0.04% 155
2024
Q4
$381K Buy
+3,276
New +$381K 0.05% 152
2023
Q1
Sell
-700
Closed -$43.6K 344
2022
Q4
$43.6K Hold
700
0.01% 189
2022
Q3
$42K Hold
700
0.01% 189
2022
Q2
$44K Hold
700
0.01% 193
2022
Q1
$56K Hold
700
0.01% 162
2021
Q4
$61K Buy
+700
New +$57.6K 0.01% 165

Other funds holding XLK

IMA Advisory Services's XLK Position: Q1 2026 in Review

IMA Advisory Services held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q1 2026 at 3,276 shares worth $435K. The position accounts for 0.04% of the portfolio, ranked #152.

IMA Advisory Services first reported a position in XLK in Q4 2021 and has held it in 11 quarters since. The position peaked at $472K in Q4 2025. 2,402 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

  • IMA Advisory Services held 3,276 shares of State Street Technology Select Sector SPDR ETF worth $435K as of Q1 2026.
  • IMA Advisory Services left its State Street Technology Select Sector SPDR ETF share count unchanged in Q1 2026.
  • State Street Technology Select Sector SPDR ETF made up 0.04% of IMA Advisory Services's portfolio in Q1 2026, its #152 holding.
  • IMA Advisory Services first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and has held it in 11 quarters since.
  • IMA Advisory Services's State Street Technology Select Sector SPDR ETF position peaked at $472K 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 IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.