DHJJ Financial Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

DHJJ Financial 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	$33.8K	Buy	254 +28	+12%	+$3.95K	0.01%	460
2025 Q4	$32.5K	Hold	226	–	–	0.01%	447
2025 Q3	$31.9K	Hold	226	–	–	0.01%	430
2025 Q2	$28.6K	Buy	226 +212	+1,514%	+$23.5K	0.01%	425
2025 Q1	$1.45K	Hold	14	–	–	﹤0.01%	658
2024 Q4	$1.63K	Buy	14 +10	+250%	+$1.16K	﹤0.01%	626
2024 Q3	$452	Hold	4	–	–	﹤0.01%	715
2024 Q2	$453	Hold	4	–	–	﹤0.01%	669
2024 Q1	$417	Hold	4	–	–	﹤0.01%	665
2023 Q4	$385	Hold	4	–	–	﹤0.01%	658
2023 Q3	$328	Buy	+4	New	+$343	﹤0.01%	666

Other funds holding XLK

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $376B 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 Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return