Integrated Wealth Concepts’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Integrated Wealth Concepts’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 Q1	$66M	Buy	496,584 +235,527	+90%	+$33.2M	0.53%	28
2025 Q4	$37.6M	Sell	261,057 -250,993	-49%	-$36.2M	0.45%	43
2025 Q3	$72.2M	Buy	512,050 +33,558	+7%	+$4.44M	0.65%	26
2025 Q2	$60.6M	Sell	478,492 -32,118	-6%	-$3.56M	0.61%	27
2025 Q1	$52.7M	Buy	510,610 +1,938	+0.4%	+$220K	0.61%	27
2024 Q4	$59.1M	Buy	508,672 +86,490	+20%	+$10.1M	0.69%	24
2024 Q3	$47.7M	Buy	422,182 +24,146	+6%	+$2.65M	0.58%	30
2024 Q2	$45M	Sell	398,036 -3,446	-0.9%	-$363K	0.62%	29
2024 Q1	$41.8M	Buy	401,482 +28,608	+8%	+$2.89M	0.61%	28
2023 Q4	$35.9M	Sell	372,874 -377,756	-50%	-$33.6M	0.59%	27
2023 Q3	$61.5M	Sell	750,630 -155,634	-17%	-$13.3M	1.09%	11
2023 Q2	$78.8M	Sell	906,264 -17,770	-2%	-$1.4M	1.35%	7
2023 Q1	$69.8M	Buy	924,034 +805,656	+681%	+$55.4M	1.44%	5
2022 Q4	$7.37M	Buy	118,378 +3,578	+3%	+$227K	0.2%	104
2022 Q3	$6.82M	Sell	114,800 -5,624	-5%	-$384K	0.22%	101
2022 Q2	$7.65M	Sell	120,424 -954	-0.8%	-$66.5K	0.24%	91
2022 Q1	$9.64M	Sell	121,378 -465,014	-79%	-$36.5M	0.29%	75
2021 Q4	$51M	Sell	586,392 -30,614	-5%	-$2.52M	1.52%	12
2021 Q3	$46.1M	Buy	617,006 +521,240	+544%	+$40.2M	1.5%	11
2021 Q2	$7.07M	Buy	95,766 +46	+0%	+$3.22K	0.25%	87
2021 Q1	$6.36M	Sell	95,720 -409,024	-81%	-$27M	0.26%	81
2020 Q4	$32.8M	Buy	504,744 +1,390	+0.3%	+$84.7K	1.55%	11
2020 Q3	$29.4M	Buy	503,354 +313,960	+166%	+$17.7M	1.81%	10
2020 Q2	$9.89M	Buy	189,394 +144,586	+323%	+$6.8M	0.71%	39
2020 Q1	$1.8M	Sell	44,808 -321,080	-88%	-$14.7M	0.17%	100
2019 Q4	$16.8M	Buy	365,888 +177,950	+95%	+$7.62M	1.41%	17
2019 Q3	$7.57M	Buy	187,938 +89,604	+91%	+$3.58M	0.85%	34
2019 Q2	$3.84M	Sell	98,334 -100,446	-51%	-$3.83M	0.5%	51
2019 Q1	$7.36M	Buy	+198,780	New	+$6.8M	1.25%	25
2018 Q4	–	Sell	-101,876	Closed	-$3.85M	–	292
2018 Q3	$3.85M	Buy	101,876 +3,208	+3%	+$118K	1.16%	21
2018 Q2	$3.46M	Buy	+98,668	New	+$3.38M	1.18%	19

Other funds holding XLK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Integrated Wealth Concepts's XLK Position: Q1 2026 in Review

Integrated Wealth Concepts increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 90% in Q1 2026, buying an estimated $33.2M and bringing the position to 496,584 shares worth $66M. The position accounts for 0.53% of the portfolio, ranked #28.

Integrated Wealth Concepts first reported a position in XLK in Q2 2018 and has held it in 31 quarters since. The position peaked at $78.8M in Q2 2023. 2,401 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Integrated Wealth Concepts held 496,584 shares of State Street Technology Select Sector SPDR ETF worth $66M as of Q1 2026.
Integrated Wealth Concepts bought 235,527 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $33.2M.
State Street Technology Select Sector SPDR ETF made up 0.53% of Integrated Wealth Concepts's portfolio in Q1 2026, its #28 holding.
Integrated Wealth Concepts first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2018 and has held it in 31 quarters since.
Integrated Wealth Concepts's State Street Technology Select Sector SPDR ETF position peaked at $78.8M in Q2 2023.
2,401 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.