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 Q2	$741K	Buy	3,891 +205	+6%	+$35K	0.07%	50
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

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

Iron Gate Global Advisors's XLK Position: Q2 2026 in Review

Iron Gate Global Advisors increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 5.6% in Q2 2026, buying an estimated $35K and bringing the position to 3,891 shares worth $741K. The position accounts for 0.07% of the portfolio, ranked #50.

Iron Gate Global Advisors first reported a position in XLK in Q2 2018 and has held it in 10 quarters since. 2,662 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Iron Gate Global Advisors held 3,891 shares of State Street Technology Select Sector SPDR ETF worth $741K as of Q2 2026.
Iron Gate Global Advisors bought 205 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $35K.
State Street Technology Select Sector SPDR ETF made up 0.07% of Iron Gate Global Advisors's portfolio in Q2 2026, its #50 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 10 quarters since.
2,662 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Iron Gate Global Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.