IronBridge Private Wealth’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

IronBridge Private Wealth’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	–	Sell	-21,453	Closed	-$3.09M	–	58
2025 Q4	$3.09M	Sell	21,453 -21,453	-50%	-$3.1M	0.98%	24
2025 Q3	$6.05M	Sell	42,906 -126	-0.3%	-$16.7K	1.91%	14
2025 Q2	$5.45M	Buy	43,032 +1,234	+3%	+$137K	1.9%	15
2025 Q1	$4.32M	Buy	41,798 +3,700	+10%	+$419K	1.7%	18
2024 Q4	$4.43M	Sell	38,098 -1,452	-4%	-$169K	1.63%	18
2024 Q3	$4.46M	Buy	39,550 +37,416	+1,753%	+$4.11M	1.67%	19
2024 Q2	$241K	Sell	2,134 -35,562	-94%	-$3.74M	0.09%	39
2024 Q1	$3.93M	Sell	37,696 -996	-3%	-$101K	1.63%	23
2023 Q4	$3.72M	Buy	+38,692	New	+$3.44M	1.82%	24
2023 Q2	–	Sell	-43,844	Closed	-$3.31M	–	44
2023 Q1	$3.31M	Buy	+43,844	New	+$3.02M	2.12%	15
2022 Q1	–	Sell	-94,504	Closed	-$8.22M	–	305
2021 Q4	$8.22M	Sell	94,504 -18,230	-16%	-$1.5M	4.28%	6
2021 Q3	$8.42M	Buy	+112,734	New	+$8.7M	4.52%	5

Other funds holding XLK

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

IronBridge Private Wealth's XLK Position: Q1 2026 in Review

IronBridge Private Wealth sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q1 2026, closing a stake of 21,453 shares — an estimated $3.09M sold.

IronBridge Private Wealth first reported a position in XLK in Q3 2021 and held it in 12 quarters. The position peaked at $8.42M in Q3 2021. 2,418 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

IronBridge Private Wealth reported no remaining State Street Technology Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
IronBridge Private Wealth sold 21,453 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $3.09M.
IronBridge Private Wealth first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2021 and held it in 12 quarters.
IronBridge Private Wealth's State Street Technology Select Sector SPDR ETF position peaked at $8.42M in Q3 2021.
2,418 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on IronBridge Private Wealth's 13F filing for Q1 2026, filed 14 May 2026.