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 Q2	$8.62M	Sell	45,230 -2,162	-5%	-$369K	0.68%	28
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

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 22.9% 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

MMBG Investment Advisors's XLK Position: Q2 2026 in Review

MMBG Investment Advisors reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 4.6% in Q2 2026, selling an estimated $369K and leaving 45,230 shares worth $8.62M. The position accounts for 0.68% of the portfolio, ranked #28.

MMBG Investment Advisors first reported a position in XLK in Q4 2021 and has held it in 19 quarters since. 2,671 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

MMBG Investment Advisors held 45,230 shares of State Street Technology Select Sector SPDR ETF worth $8.62M as of Q2 2026.
MMBG Investment Advisors sold 2,162 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $369K.
State Street Technology Select Sector SPDR ETF made up 0.68% of MMBG Investment Advisors's portfolio in Q2 2026, its #28 holding.
MMBG Investment Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
2,671 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on MMBG Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.