Independence Wealth Advisors (Ohio)’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Independence Wealth Advisors (Ohio)’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	$25.6M	Sell	134,615 -13,692	-9%	-$2.34M	12.86%	1
2026 Q1	$19.7M	Buy	148,307 +10,104	+7%	+$1.42M	10.51%	3
2025 Q4	$19.9M	Buy	+138,203	New	+$20M	11.19%	2

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

Independence Wealth Advisors (Ohio)'s XLK Position: Q2 2026 in Review

Independence Wealth Advisors (Ohio) reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 9.2% in Q2 2026, selling an estimated $2.34M and leaving 134,615 shares worth $25.6M. The position accounts for 12.86% of the portfolio, ranked #1.

Independence Wealth Advisors (Ohio) first reported a position in XLK in Q4 2025 and has held it in 3 quarters since. 2,644 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Independence Wealth Advisors (Ohio) held 134,615 shares of State Street Technology Select Sector SPDR ETF worth $25.6M as of Q2 2026.
Independence Wealth Advisors (Ohio) sold 13,692 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $2.34M.
State Street Technology Select Sector SPDR ETF made up 12.86% of Independence Wealth Advisors (Ohio)'s portfolio in Q2 2026, its #1 holding.
Independence Wealth Advisors (Ohio) first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
2,644 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Independence Wealth Advisors (Ohio)'s 13F filing for Q2 2026, filed 14 Aug 2026.