Independent Advisor Alliance’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Independent Advisor Alliance’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	$3.86M	Sell	20,283 -340,330	-94%	-$58.1M	0.09%	165
2026 Q1	$47.9M	Buy	360,613 +339,591	+1,615%	+$47.9M	0.51%	38
2025 Q4	$3.03M	Buy	21,022 +6,410	+44%	+$926K	0.07%	220
2025 Q3	$2.06M	Buy	14,612 +188	+1%	+$24.9K	0.05%	286
2025 Q2	$1.83M	Buy	+14,424	New	+$1.6M	0.05%	299
2025 Q1	–	Sell	-315,934	Closed	-$36.7M	–	1383
2024 Q4	$36.7M	Buy	315,934 +313,980	+16,069%	+$36.5M	0.49%	39
2024 Q3	$221K	Hold	1,954	–	–	0.01%	642
2024 Q2	$221K	Sell	1,954 -14	-0.7%	-$1.47K	0.01%	650
2024 Q1	$205K	Buy	+1,968	New	+$199K	0.01%	656
2023 Q4	–	Sell	-2,798	Closed	-$229K	–	711
2023 Q3	$229K	Buy	+2,798	New	+$240K	0.01%	583
2022 Q4	–	Sell	-4,538	Closed	-$270K	–	637
2022 Q3	$270K	Sell	4,538 -800	-15%	-$54.6K	0.02%	506
2022 Q2	$339K	Sell	5,338 -40	-0.7%	-$2.79K	0.02%	460
2022 Q1	$427K	Hold	5,378	–	–	0.02%	431
2021 Q4	$468K	Hold	5,378	–	–	0.02%	410
2021 Q3	$402K	Hold	5,378	–	–	0.02%	427
2021 Q2	$397K	Sell	5,378 -480	-8%	-$33.6K	0.02%	439
2021 Q1	$389K	Sell	5,858 -1,550	-21%	-$102K	0.02%	424
2020 Q4	$482K	Buy	7,408 +180	+2%	+$11K	0.03%	354
2020 Q3	$402K	Sell	7,228 -100	-1%	-$5.65K	0.03%	333
2020 Q2	$416K	Hold	7,328	–	–	0.04%	303
2020 Q1	$294K	Sell	7,328 -106,306	-94%	-$4.85M	0.04%	286
2019 Q4	$5.21M	Buy	113,634 +84,276	+287%	+$3.61M	0.23%	102
2019 Q3	$1.26M	Buy	+29,358	New	+$1.17M	0.15%	129
2019 Q2	–	Sell	-7,558	Closed	-$280K	–	486
2019 Q1	$280K	Sell	7,558 -1,020	-12%	-$34.9K	0.04%	334
2018 Q4	$290K	Buy	+8,578	New	+$290K	0.05%	298
2017 Q2	–	Sell	-11,832	Closed	-$314K	–	421
2017 Q1	$314K	Buy	+11,832	New	+$305K	0.05%	294

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

Independent Advisor Alliance's XLK Position: Q2 2026 in Review

Independent Advisor Alliance reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 94% in Q2 2026, selling an estimated $58.1M and leaving 20,283 shares worth $3.86M. The position accounts for 0.09% of the portfolio, ranked #165.

Independent Advisor Alliance first reported a position in XLK in Q1 2017 and has held it in 26 quarters since. The position peaked at $47.9M in Q1 2026. 2,644 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Independent Advisor Alliance held 20,283 shares of State Street Technology Select Sector SPDR ETF worth $3.86M as of Q2 2026.
Independent Advisor Alliance sold 340,330 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $58.1M.
State Street Technology Select Sector SPDR ETF made up 0.09% of Independent Advisor Alliance's portfolio in Q2 2026, its #165 holding.
Independent Advisor Alliance first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2017 and has held it in 26 quarters since.
Independent Advisor Alliance's State Street Technology Select Sector SPDR ETF position peaked at $47.9M in Q1 2026.
2,644 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.