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Investment Advisory Services’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Investment Advisory Services’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 		$4.8M Sell
25,178
-36
-0.1% -$6.15K 1.38% 18
2026
Q1 		$3.35M Sell
25,214
-6
-0% -$845 1.07% 24
2025
Q4 		$3.63M Hold
25,220
– – 1.14% 20
2025
Q3 		$3.55M Sell
25,220
-1,054
-4% -$140K 1.12% 22
2025
Q2 		$3.33M Sell
26,274
-2,202
-8% -$244K 1.11% 23
2025
Q1 		$2.94M Sell
28,476
-1,034
-4% -$117K 1.06% 25
2024
Q4 		$3.43M Sell
29,510
-132
-0.4% -$15.4K 1.21% 20
2024
Q3 		$3.35M Buy
29,642
+2
+0% +$220 1.18% 21
2024
Q2 		$3.35M Sell
29,640
-330
-1% -$34.7K 1.23% 18
2024
Q1 		$3.12M Sell
29,970
-1,120
-4% -$113K 1.15% 23
2023
Q4 		$2.99M Buy
31,090
+718
+2% +$63.9K 1.18% 19
2023
Q3 		$2.49M Buy
30,372
+966
+3% +$82.8K 1.07% 23
2023
Q2 		$2.56M Sell
29,406
-320
-1% -$25.2K 1.08% 23
2023
Q1 		$2.24M Sell
29,726
-772
-3% -$53.1K 1.11% 26
2022
Q4 		$1.9M Buy
30,498
+1,462
+5% +$92.8K 0.98% 30
2022
Q3 		$1.72M Sell
29,036
-712
-2% -$48.6K 1.03% 29
2022
Q2 		$1.89M Sell
29,748
-22
-0.1% -$1.53K 1.09% 27
2022
Q1 		$2.37M Sell
29,770
-124
-0.4% -$9.73K 1.32% 22
2021
Q4 		$2.6M Sell
29,894
-368
-1% -$30.3K 1.42% 21
2021
Q3 		$2.26M Buy
30,262
+2
+0% +$154 1.38% 21
2021
Q2 		$2.23M Buy
+30,260
New +$2.12M 1.38% 21
2020
Q4 		$2.26M Sell
34,706
-266
-0.8% -$16.2K 1.58% 18
2020
Q3 		$2.04M Sell
34,972
-326
-0.9% -$18.4K 1.61% 15
2020
Q2 		$1.84M Sell
35,298
-20
-0.1% -$941 1.58% 16
2020
Q1 		$1.42M Buy
35,318
+3,638
+11% +$166K 1.52% 19
2019
Q4 		$1.45M Buy
+31,680
New +$1.36M 1.31% 26

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

Investment Advisory Services's XLK Position: Q2 2026 in Review

Investment Advisory Services reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.14% in Q2 2026, selling an estimated $6.15K and leaving 25,178 shares worth $4.8M. The position accounts for 1.38% of the portfolio, ranked #18.

Investment Advisory Services first reported a position in XLK in Q4 2019 and has held it in 26 quarters since. 955 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Investment Advisory Services held 25,178 shares of State Street Technology Select Sector SPDR ETF worth $4.8M as of Q2 2026.
  • Investment Advisory Services sold 36 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $6.15K.
  • State Street Technology Select Sector SPDR ETF made up 1.38% of Investment Advisory Services's portfolio in Q2 2026, its #18 holding.
  • Investment Advisory Services first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2019 and has held it in 26 quarters since.
  • 955 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Investment Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.