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 Q2	$48.4K	Hold	254	–	–	0.01%	416
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

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

DHJJ Financial Advisors's XLK Position: Q2 2026 in Review

DHJJ Financial Advisors held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 254 shares worth $48.4K. The position accounts for 0.01% of the portfolio, ranked #416.

DHJJ Financial Advisors first reported a position in XLK in Q3 2023 and has held it in 12 quarters since. 2,671 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

DHJJ Financial Advisors held 254 shares of State Street Technology Select Sector SPDR ETF worth $48.4K as of Q2 2026.
DHJJ Financial Advisors left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #416 holding.
DHJJ Financial Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2023 and has held it in 12 quarters since.
2,671 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.