Investor's Fiduciary Advisor Network’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Investor's Fiduciary Advisor Network’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	$2.94M	Sell	22,117 -93	-0.4%	-$13.1K	0.9%	24
2025 Q4	$3.2M	Sell	22,210 -764	-3%	-$110K	0.69%	30
2025 Q3	$3.24M	Buy	22,974 +66	+0.3%	+$8.74K	1.1%	17
2025 Q2	$2.9M	Buy	22,908 +1,490	+7%	+$165K	1.08%	17
2025 Q1	$2.21M	Sell	21,418 -2,866	-12%	-$325K	1.04%	25
2024 Q4	$2.82M	Buy	+24,284	New	+$2.83M	1.08%	23

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 $424B AUM 22.94% 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

Investor's Fiduciary Advisor Network's XLK Position: Q1 2026 in Review

Investor's Fiduciary Advisor Network reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.42% in Q1 2026, selling an estimated $13.1K and leaving 22,117 shares worth $2.94M. The position accounts for 0.9% of the portfolio, ranked #24.

Investor's Fiduciary Advisor Network first reported a position in XLK in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.24M in Q3 2025. 2,406 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Investor's Fiduciary Advisor Network held 22,117 shares of State Street Technology Select Sector SPDR ETF worth $2.94M as of Q1 2026.
Investor's Fiduciary Advisor Network sold 93 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $13.1K.
State Street Technology Select Sector SPDR ETF made up 0.9% of Investor's Fiduciary Advisor Network's portfolio in Q1 2026, its #24 holding.
Investor's Fiduciary Advisor Network first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
Investor's Fiduciary Advisor Network's State Street Technology Select Sector SPDR ETF position peaked at $3.24M in Q3 2025.
2,406 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q1 2026, filed 12 May 2026.