Interactive Financial Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Interactive Financial Advisors’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	$1.59M	Buy	8,339 +337	+4%	+$57.6K	0.97%	24
2026 Q1	$1.06M	Sell	8,002 -639	-7%	-$90K	0.7%	29
2025 Q4	$1.24M	Sell	8,641 -7,429	-46%	-$1.07M	0.8%	27
2025 Q3	$2.26M	Sell	16,070 -7,568	-32%	-$1M	1.22%	24
2025 Q2	$2.99M	Sell	23,638 -112	-0.5%	-$12.4K	1.46%	22
2025 Q1	$2.45M	Buy	23,750 +1,450	+7%	+$164K	1.3%	23
2024 Q4	$2.59M	Buy	22,300 +2,024	+10%	+$235K	1.36%	23
2024 Q3	$2.29M	Buy	20,276 +746	+4%	+$81.9K	1.18%	25
2024 Q2	$2.21M	Buy	19,530 +612	+3%	+$64.4K	1.22%	24
2024 Q1	$1.97M	Buy	18,918 +15,178	+406%	+$1.53M	1.09%	24
2023 Q4	$817K	Sell	3,740 -9,354	-71%	-$833K	0.44%	34
2023 Q3	$1.07M	Buy	13,094 +2,226	+20%	+$191K	0.72%	29
2023 Q2	$945K	Buy	10,868 +682	+7%	+$53.8K	0.64%	38
2023 Q1	$769K	Buy	10,186 +1,232	+14%	+$84.8K	0.49%	40
2022 Q4	$557K	Buy	8,954 +3,684	+70%	+$234K	0.33%	53
2022 Q3	$313K	Buy	+5,270	New	+$360K	0.18%	71
2017 Q3	–	Sell	-240	Closed	-$7K	–	104
2017 Q2	$7K	Buy	+240	New	+$6.6K	﹤0.01%	95

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

Interactive Financial Advisors's XLK Position: Q2 2026 in Review

Interactive Financial Advisors increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 4.2% in Q2 2026, buying an estimated $57.6K and bringing the position to 8,339 shares worth $1.59M. The position accounts for 0.97% of the portfolio, ranked #24.

Interactive Financial Advisors first reported a position in XLK in Q2 2017 and has held it in 17 quarters since. The position peaked at $2.99M in Q2 2025. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Interactive Financial Advisors held 8,339 shares of State Street Technology Select Sector SPDR ETF worth $1.59M as of Q2 2026.
Interactive Financial Advisors bought 337 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $57.6K.
State Street Technology Select Sector SPDR ETF made up 0.97% of Interactive Financial Advisors's portfolio in Q2 2026, its #24 holding.
Interactive Financial Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2017 and has held it in 17 quarters since.
Interactive Financial Advisors's State Street Technology Select Sector SPDR ETF position peaked at $2.99M in Q2 2025.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Interactive Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.