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IPG Investment Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

IPG Investment Advisors’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 		$809K Buy
4,247
+150
+4% +$25.6K 0.12% 137
2026
Q1 		$544K Buy
4,097
+1
+0% +$141 0.09% 136
2025
Q4 		$590K Buy
4,096
+250
+7% +$36.1K 0.1% 126
2025
Q3 		$542K Hold
3,846
– – 0.1% 122
2025
Q2 		$487K Buy
3,846
+142
+4% +$15.8K 0.1% 107
2025
Q1 		$382K Sell
3,704
-500
-12% -$56.7K 0.09% 114
2024
Q4 		$489K Sell
4,204
-17,228
-80% -$2M 0.11% 102
2024
Q3 		$2.42M Buy
21,432
+18,800
+714% +$2.06M 0.53% 42
2024
Q2 		$298K Sell
2,632
-850
-24% -$89.5K 0.07% 128
2024
Q1 		$363K Sell
3,482
-10,720
-75% -$1.08M 0.08% 113
2023
Q4 		$1.37M Buy
14,202
+10,020
+240% +$892K 0.27% 58
2023
Q3 		$343K Hold
4,182
– – 0.08% 123
2023
Q2 		$364K Sell
4,182
-528
-11% -$41.6K 0.08% 122
2023
Q1 		$356K Sell
4,710
-614
-12% -$42.3K 0.08% 109
2022
Q4 		$331K Sell
5,324
-3,200
-38% -$203K 0.09% 95
2022
Q3 		$506K Buy
8,524
+3,400
+66% +$232K 0.14% 74
2022
Q2 		$326K Buy
5,124
+1,430
+39% +$99.6K 0.08% 105
2022
Q1 		$294K Sell
3,694
-4,622
-56% -$363K 0.06% 128
2021
Q4 		$723K Sell
8,316
-12,238
-60% -$1.01M 0.13% 88
2021
Q3 		$1.53M Sell
20,554
-574
-3% -$44.3K 0.49% 39
2021
Q2 		$1.56M Buy
+21,128
New +$1.48M 0.46% 34
2020
Q3 		– Sell
-6,410
Closed -$335K – 171
2020
Q2 		$335K Buy
6,410
+380
+6% +$17.9K 0.11% 95
2020
Q1 		$242K Buy
6,030
+120
+2% +$5.48K 0.1% 99
2019
Q4 		$271K Sell
5,910
-2,342
-28% -$100K 0.09% 108
2019
Q3 		$332K Buy
8,252
+200
+2% +$8K 0.12% 91
2019
Q2 		$314K Sell
8,052
-1,800
-18% -$68.6K 0.11% 100
2019
Q1 		$365K Sell
9,852
-300
-3% -$10.3K 0.12% 98
2018
Q4 		$315K Sell
10,152
-4,542
-31% -$154K 0.12% 100
2018
Q3 		$553K Buy
14,694
+70
+0.5% +$2.57K 0.18% 78
2018
Q2 		$508K Buy
14,624
+1,036
+8% +$35.5K 0.18% 84
2018
Q1 		$444K Buy
13,588
+236
+2% +$7.93K 0.14% 82
2017
Q4 		$427K Hold
13,352
– – 0.18% 79
2017
Q3 		$395K Buy
+13,352
New +$385K 0.14% 79

Other funds holding XLK

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

IPG Investment Advisors's XLK Position: Q2 2026 in Review

IPG Investment Advisors increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 3.7% in Q2 2026, buying an estimated $25.6K and bringing the position to 4,247 shares worth $809K. The position accounts for 0.12% of the portfolio, ranked #137.

IPG Investment Advisors first reported a position in XLK in Q3 2017 and has held it in 33 quarters since. The position peaked at $2.42M in Q3 2024. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • IPG Investment Advisors held 4,247 shares of State Street Technology Select Sector SPDR ETF worth $809K as of Q2 2026.
  • IPG Investment Advisors bought 150 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $25.6K.
  • State Street Technology Select Sector SPDR ETF made up 0.12% of IPG Investment Advisors's portfolio in Q2 2026, its #137 holding.
  • IPG Investment Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2017 and has held it in 33 quarters since.
  • IPG Investment Advisors's State Street Technology Select Sector SPDR ETF position peaked at $2.42M in Q3 2024.
  • 2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on IPG Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.