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

MMBG 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
Q1 		$6.3M Sell
47,392
-2,160
-4% -$304K 0.58% 32
2025
Q4 		$7.13M Buy
49,552
+1,790
+4% +$259K 0.6% 33
2025
Q3 		$6.73M Sell
47,762
-4,820
-9% -$638K 0.6% 33
2025
Q2 		$6.66M Sell
52,582
-4,238
-7% -$470K 0.66% 30
2025
Q1 		$5.87M Sell
56,820
-560
-1% -$63.5K 0.66% 32
2024
Q4 		$6.67M Sell
57,380
-3,510
-6% -$408K 0.71% 28
2024
Q3 		$6.87M Buy
60,890
+2,300
+4% +$252K 0.72% 32
2024
Q2 		$6.63M Sell
58,590
-2,200
-4% -$232K 0.71% 28
2024
Q1 		$6.33M Sell
60,790
-300
-0.5% -$30.3K 0.67% 32
2023
Q4 		$5.88M Sell
61,090
-670
-1% -$59.6K 0.69% 31
2023
Q3 		$5.06M Sell
61,760
-1,600
-3% -$137K 0.64% 33
2023
Q2 		$5.41M Sell
63,360
-800
-1% -$63.1K 0.66% 34
2023
Q1 		$4.84M Buy
64,160
+1,760
+3% +$121K 0.61% 40
2022
Q4 		$3.88M Sell
62,400
-7,060
-10% -$448K 0.51% 46
2022
Q3 		$4.13M Buy
69,460
+7,260
+12% +$495K 0.55% 44
2022
Q2 		$3.95M Buy
62,200
+6,352
+11% +$442K 0.49% 45
2022
Q1 		$4.44M Buy
55,848
+926
+2% +$72.7K 0.46% 47
2021
Q4 		$4.78M Buy
+54,922
New +$4.52M 0.46% 45

Other funds holding XLK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MMBG Investment Advisors's XLK Position: Q1 2026 in Review

MMBG Investment Advisors reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 4.4% in Q1 2026, selling an estimated $304K and leaving 47,392 shares worth $6.3M. The position accounts for 0.58% of the portfolio, ranked #32.

MMBG Investment Advisors first reported a position in XLK in Q4 2021 and has held it in 18 quarters since. The position peaked at $7.13M in Q4 2025. 2,406 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

  • MMBG Investment Advisors held 47,392 shares of State Street Technology Select Sector SPDR ETF worth $6.3M as of Q1 2026.
  • MMBG Investment Advisors sold 2,160 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $304K.
  • State Street Technology Select Sector SPDR ETF made up 0.58% of MMBG Investment Advisors's portfolio in Q1 2026, its #32 holding.
  • MMBG Investment Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and has held it in 18 quarters since.
  • MMBG Investment Advisors's State Street Technology Select Sector SPDR ETF position peaked at $7.13M in Q4 2025.
  • 2,406 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on MMBG Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.