Iron Gate Global Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Iron Gate Global 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 Q1	$490K	Sell	3,686 -50	-1%	-$7.05K	0.05%	59
2025 Q4	$538K	Buy	3,736 +876	+31%	+$127K	0.06%	56
2025 Q3	$403K	Hold	2,860	–	–	0.04%	64
2025 Q2	$362K	Hold	2,860	–	–	0.04%	60
2025 Q1	$295K	Buy	+2,860	New	+$324K	0.04%	69
2019 Q2	–	Sell	-8,378	Closed	-$310K	–	80
2019 Q1	$310K	Sell	8,378 -3,900	-32%	-$133K	0.12%	51
2018 Q4	$380K	Hold	12,278	–	–	0.28%	40
2018 Q3	$409K	Buy	12,278 +9,854	+407%	+$361K	0.27%	36
2018 Q2	$84K	Buy	+2,424	New	+$83.2K	0.06%	73

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 $374B AUM 17.66% 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

Iron Gate Global Advisors's XLK Position: Q1 2026 in Review

Iron Gate Global Advisors reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 1.3% in Q1 2026, selling an estimated $7.05K and leaving 3,686 shares worth $490K. The position accounts for 0.05% of the portfolio, ranked #59.

Iron Gate Global Advisors first reported a position in XLK in Q2 2018 and has held it in 9 quarters since. The position peaked at $538K in Q4 2025. 2,402 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Iron Gate Global Advisors held 3,686 shares of State Street Technology Select Sector SPDR ETF worth $490K as of Q1 2026.
Iron Gate Global Advisors sold 50 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $7.05K.
State Street Technology Select Sector SPDR ETF made up 0.05% of Iron Gate Global Advisors's portfolio in Q1 2026, its #59 holding.
Iron Gate Global Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2018 and has held it in 9 quarters since.
Iron Gate Global Advisors's State Street Technology Select Sector SPDR ETF position peaked at $538K in Q4 2025.
2,402 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Iron Gate Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.