Investmark Advisory Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Investmark Advisory Group’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	$894K	Buy	6,725 +8	+0.1%	+$1.13K	0.38%	55
2025 Q4	$967K	Buy	6,717 +9	+0.1%	+$1.3K	0.41%	54
2025 Q3	$945K	Buy	6,708 +8	+0.1%	+$1.06K	0.41%	53
2025 Q2	$848K	Buy	6,700 +12	+0.2%	+$1.33K	0.4%	55
2025 Q1	$691K	Sell	6,688 -524	-7%	-$59.4K	0.34%	52
2024 Q4	$839K	Buy	7,212 +10	+0.1%	+$1.16K	0.41%	48
2024 Q3	$813K	Buy	7,202 +12	+0.2%	+$1.32K	0.39%	50
2024 Q2	$813K	Buy	7,190 +12	+0.2%	+$1.26K	0.43%	49
2024 Q1	$747K	Buy	7,178 +12	+0.2%	+$1.21K	0.41%	52
2023 Q4	$690K	Buy	7,166 +14	+0.2%	+$1.25K	0.4%	54
2023 Q3	$586K	Buy	7,152 +16	+0.2%	+$1.37K	0.4%	52
2023 Q2	$620K	Buy	7,136 +14	+0.2%	+$1.1K	0.41%	48
2023 Q1	$538K	Sell	7,122 -66	-0.9%	-$4.54K	0.39%	49
2022 Q4	$447K	Sell	7,188 -18	-0.2%	-$1.14K	0.33%	61
2022 Q3	$428K	Buy	7,206 +16	+0.2%	+$1.09K	0.38%	48
2022 Q2	$457K	Buy	7,190 +18	+0.3%	+$1.25K	0.45%	42
2022 Q1	$570K	Sell	7,172 -56	-0.8%	-$4.4K	0.59%	33
2021 Q4	$628K	Buy	+7,228	New	+$595K	0.59%	30

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

Investmark Advisory Group's XLK Position: Q1 2026 in Review

Investmark Advisory Group increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.12% in Q1 2026, buying an estimated $1.13K and bringing the position to 6,725 shares worth $894K. The position accounts for 0.38% of the portfolio, ranked #55.

Investmark Advisory Group first reported a position in XLK in Q4 2021 and has held it in 18 quarters since. The position peaked at $967K in Q4 2025. 2,402 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Investmark Advisory Group held 6,725 shares of State Street Technology Select Sector SPDR ETF worth $894K as of Q1 2026.
Investmark Advisory Group bought 8 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $1.13K.
State Street Technology Select Sector SPDR ETF made up 0.38% of Investmark Advisory Group's portfolio in Q1 2026, its #55 holding.
Investmark Advisory Group first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and has held it in 18 quarters since.
Investmark Advisory Group's State Street Technology Select Sector SPDR ETF position peaked at $967K in Q4 2025.
2,402 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Investmark Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.