Investment Research & Advisory Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Investment Research & 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 Q2	$224K	Buy	788 +59	+8%	+$10.1K	0.07%	79
2026 Q1	$143K	Buy	729 +304	+72%	+$42.8K	0.05%	82
2025 Q4	$112K	Sell	425 -1	-0.2%	-$144	0.04%	89
2025 Q3	$92.9K	Buy	426 +2	+0.5%	+$265	0.03%	98
2025 Q2	$53.8K	Hold	424	–	–	0.02%	106
2025 Q1	$43.8K	Hold	424	–	–	0.02%	116
2024 Q4	$49.3K	Hold	424	–	–	0.02%	108
2024 Q3	$47.9K	Hold	424	–	–	0.02%	102
2024 Q2	$48K	Hold	424	–	–	0.02%	98
2024 Q1	$44.2K	Hold	424	–	–	0.02%	103
2023 Q4	$40.8K	Hold	424	–	–	0.02%	101
2023 Q3	$34.8K	Hold	424	–	–	0.02%	106
2023 Q2	$36.9K	Hold	424	–	–	0.02%	112
2023 Q1	$32K	Hold	424	–	–	0.02%	107
2022 Q4	$26.4K	Hold	424	–	–	0.02%	108
2022 Q3	$25K	Hold	424	–	–	0.02%	106
2022 Q2	$27K	Hold	424	–	–	0.02%	107
2022 Q1	$34K	Hold	424	–	–	0.02%	112
2021 Q4	$37K	Buy	+424	New	+$34.9K	0.02%	113

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

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Investment Research & Advisory Group's XLK Position: Q2 2026 in Review

Investment Research & Advisory Group increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 8.1% in Q2 2026, buying an estimated $10.1K and bringing the position to 788 shares worth $224K. The position accounts for 0.07% of the portfolio, ranked #79.

Investment Research & Advisory Group first reported a position in XLK in Q4 2021 and has held it in 19 quarters since. 2,664 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Investment Research & Advisory Group held 788 shares of State Street Technology Select Sector SPDR ETF worth $224K as of Q2 2026.
Investment Research & Advisory Group bought 59 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $10.1K.
State Street Technology Select Sector SPDR ETF made up 0.07% of Investment Research & Advisory Group's portfolio in Q2 2026, its #79 holding.
Investment Research & Advisory Group first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
2,664 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.