Ironwood Wealth Management (West Virginia)’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Ironwood Wealth Management (West Virginia)’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	$11.6M	Sell	62,441 -2,546	-4%	-$435K	4.89%	11
2026 Q1	$9.23M	Sell	64,987 -94	-0.1%	-$13.2K	4.14%	12
2025 Q4	$9.51M	Sell	65,081 -2,707	-4%	-$391K	4.27%	12
2025 Q3	$9.44M	Sell	67,788 -12,184	-15%	-$1.61M	4.33%	12
2025 Q2	$10.2M	Sell	79,972 -2,432	-3%	-$270K	4.84%	11
2025 Q1	$8.01M	Buy	+82,404	New	+$9.34M	4.17%	11

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

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

Ironwood Wealth Management (West Virginia)'s XLK Position: Q2 2026 in Review

Ironwood Wealth Management (West Virginia) reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 3.9% in Q2 2026, selling an estimated $435K and leaving 62,441 shares worth $11.6M. The position accounts for 4.89% of the portfolio, ranked #11.

Ironwood Wealth Management (West Virginia) first reported a position in XLK in Q1 2025 and has held it in 6 quarters since. 2,644 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Ironwood Wealth Management (West Virginia) held 62,441 shares of State Street Technology Select Sector SPDR ETF worth $11.6M as of Q2 2026.
Ironwood Wealth Management (West Virginia) sold 2,546 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $435K.
State Street Technology Select Sector SPDR ETF made up 4.89% of Ironwood Wealth Management (West Virginia)'s portfolio in Q2 2026, its #11 holding.
Ironwood Wealth Management (West Virginia) first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
2,644 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Ironwood Wealth Management (West Virginia)'s 13F filing for Q2 2026, filed 14 Jul 2026.