IWN
XLK icon

Independent Wealth Network’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Independent Wealth Network’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 		$2.9M Buy
15,214
+1,050
+7% +$179K 0.74% 26
2026
Q1 		$1.88M Buy
14,164
+573
+4% +$80.7K 0.56% 40
2025
Q4 		$1.96M Buy
13,591
+307
+2% +$44.3K 0.6% 40
2025
Q3 		$1.87M Sell
13,284
-1,336
-9% -$177K 0.6% 40
2025
Q2 		$1.85M Buy
14,620
+718
+5% +$79.7K 0.67% 37
2025
Q1 		$1.44M Buy
13,902
+2,330
+20% +$264K 0.57% 44
2024
Q4 		$1.35M Buy
11,572
+34
+0.3% +$3.96K 0.55% 42
2024
Q3 		$1.3M Sell
11,538
-150
-1% -$16.5K 0.58% 39
2024
Q2 		$1.32M Sell
11,688
-2,022
-15% -$213K 0.62% 42
2024
Q1 		$1.43M Buy
13,710
+500
+4% +$50.6K 0.67% 38
2023
Q4 		$1.27M Buy
13,210
+3,530
+36% +$314K 0.67% 37
2023
Q3 		$793K Buy
9,680
+526
+6% +$45.1K 0.49% 50
2023
Q2 		$796K Sell
9,154
-2,092
-19% -$165K 0.48% 49
2023
Q1 		$849K Sell
11,246
-72
-0.6% -$4.96K 0.54% 42
2022
Q4 		$704K Buy
11,318
+290
+3% +$18.4K 0.48% 46
2022
Q3 		$655K Sell
11,028
-146
-1% -$9.96K 0.51% 45
2022
Q2 		$710K Sell
11,174
-210
-2% -$14.6K 0.51% 45
2022
Q1 		$905K Sell
11,384
-2,740
-19% -$215K 0.57% 44
2021
Q4 		$1.23M Sell
14,124
-1,170
-8% -$96.4K 0.76% 29
2021
Q3 		$1.25M Buy
+15,294
New +$1.18M 0.82% 29

Other funds holding XLK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Independent Wealth Network's XLK Position: Q2 2026 in Review

Independent Wealth Network increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 7.4% in Q2 2026, buying an estimated $179K and bringing the position to 15,214 shares worth $2.9M. The position accounts for 0.74% of the portfolio, ranked #26.

Independent Wealth Network first reported a position in XLK in Q3 2021 and has held it in 20 quarters since. 955 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Independent Wealth Network held 15,214 shares of State Street Technology Select Sector SPDR ETF worth $2.9M as of Q2 2026.
  • Independent Wealth Network bought 1,050 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $179K.
  • State Street Technology Select Sector SPDR ETF made up 0.74% of Independent Wealth Network's portfolio in Q2 2026, its #26 holding.
  • Independent Wealth Network first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2021 and has held it in 20 quarters since.
  • 955 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.