Investment Partners Asset Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Investment Partners Asset 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	$994K	Hold	5,215	–	–	0.55%	51
2026 Q1	$693K	Hold	5,215	–	–	0.43%	69
2025 Q4	$751K	Sell	5,215 -45	-0.9%	-$6.5K	0.47%	59
2025 Q3	$741K	Sell	5,260 -140	-3%	-$18.5K	0.49%	57
2025 Q2	$684K	Hold	5,400	–	–	0.48%	61
2025 Q1	$557K	Buy	5,400 +372	+7%	+$42.2K	0.44%	74
2024 Q4	$585K	Hold	5,028	–	–	0.46%	66
2024 Q3	$568K	Sell	5,028 -26	-0.5%	-$2.85K	0.47%	66
2024 Q2	$572K	Hold	5,054	–	–	0.51%	61
2024 Q1	$526K	Sell	5,054 -2	-0%	-$202	0.48%	64
2023 Q4	$487K	Buy	+5,056	New	+$450K	0.48%	66

Other funds holding XLK

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

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

Investment Partners Asset Management's XLK Position: Q2 2026 in Review

Investment Partners Asset Management held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 5,215 shares worth $994K. The position accounts for 0.55% of the portfolio, ranked #51.

Investment Partners Asset Management first reported a position in XLK in Q4 2023 and has held it in 11 quarters since. 1,377 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Investment Partners Asset Management held 5,215 shares of State Street Technology Select Sector SPDR ETF worth $994K as of Q2 2026.
Investment Partners Asset Management left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.55% of Investment Partners Asset Management's portfolio in Q2 2026, its #51 holding.
Investment Partners Asset Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
1,377 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Investment Partners Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.