International Assets Investment Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

International Assets Investment Management’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	$7.39M	Buy	39,813 +1,682	+4%	+$287K	0.44%	36
2026 Q1	$5.14M	Buy	38,131 +405	+1%	+$57.1K	0.36%	44
2025 Q4	$5.43M	Buy	37,726 +8,330	+28%	+$1.2M	0.37%	40
2025 Q3	$3.69M	Hold	29,396	–	–	0.3%	58
2025 Q2	$3.72M	Sell	29,396 -316	-1%	-$35.1K	0.3%	56
2025 Q1	$3.07M	Buy	29,712 +226	+0.8%	+$25.6K	0.27%	67
2024 Q4	$3.42M	Buy	+29,486	New	+$3.43M	0.29%	58
2024 Q3	–	Sell	-30,850	Closed	-$3.49M	–	2668
2024 Q2	$3.49M	Sell	30,850 -810	-3%	-$85.3K	0.33%	38
2024 Q1	$3.31M	Buy	31,660 +804	+3%	+$81.3K	0.35%	48
2023 Q4	$2.97M	Buy	+30,856	New	+$2.75M	0.38%	46
2022 Q3	–	Sell	-214,606	Closed	-$7.61K	–	573
2022 Q2	$7.61K	Buy	+214,606	New	+$14.9M	0.68%	11
2021 Q2	–	Sell	-323,476	Closed	-$11M	–	1934
2021 Q1	$11M	Buy	323,476 +164,930	+104%	+$10.9M	1.01%	13
2020 Q4	$5.26M	Buy	+158,546	New	+$9.66M	0.96%	13

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

International Assets Investment Management's XLK Position: Q2 2026 in Review

International Assets Investment Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 4.4% in Q2 2026, buying an estimated $287K and bringing the position to 39,813 shares worth $7.39M. The position accounts for 0.44% of the portfolio, ranked #36.

International Assets Investment Management first reported a position in XLK in Q4 2020 and has held it in 13 quarters since. The position peaked at $11M in Q1 2021. 2,646 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

International Assets Investment Management held 39,813 shares of State Street Technology Select Sector SPDR ETF worth $7.39M as of Q2 2026.
International Assets Investment Management bought 1,682 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $287K.
State Street Technology Select Sector SPDR ETF made up 0.44% of International Assets Investment Management's portfolio in Q2 2026, its #36 holding.
International Assets Investment Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2020 and has held it in 13 quarters since.
International Assets Investment Management's State Street Technology Select Sector SPDR ETF position peaked at $11M in Q1 2021.
2,646 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.