Gilliland Jeter Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Gilliland Jeter Wealth Management’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	$1.62M	Hold	12,152	–	–	0.48%	52
2025 Q4	$1.75M	Sell	12,152 -2,000	-14%	-$289K	0.53%	47
2025 Q3	$1.99M	Hold	14,152	–	–	0.62%	41
2025 Q2	$1.79M	Hold	14,152	–	–	0.58%	43
2025 Q1	$1.46M	Buy	14,152 +170	+1%	+$19.3K	0.52%	50
2024 Q4	$1.63M	Hold	13,982	–	–	0.55%	45
2024 Q3	$1.58M	Hold	13,982	–	–	0.51%	48
2024 Q2	$1.58M	Buy	13,982 +2	+0%	+$211	0.53%	48
2024 Q1	$1.46M	Sell	13,980 -188	-1%	-$19K	0.51%	51
2023 Q4	$1.36M	Buy	+14,168	New	+$1.26M	0.56%	49

Other funds holding XLK

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

Wells Fargo San Francisco, California $530B 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 $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Gilliland Jeter Wealth Management's XLK Position: Q1 2026 in Review

Gilliland Jeter Wealth Management held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q1 2026 at 12,152 shares worth $1.62M. The position accounts for 0.48% of the portfolio, ranked #52.

Gilliland Jeter Wealth Management first reported a position in XLK in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.99M in Q3 2025. 2,400 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Gilliland Jeter Wealth Management held 12,152 shares of State Street Technology Select Sector SPDR ETF worth $1.62M as of Q1 2026.
Gilliland Jeter Wealth Management left its State Street Technology Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Technology Select Sector SPDR ETF made up 0.48% of Gilliland Jeter Wealth Management's portfolio in Q1 2026, its #52 holding.
Gilliland Jeter Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2023 and has held it in 10 quarters since.
Gilliland Jeter Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $1.99M in Q3 2025.
2,400 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Gilliland Jeter Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.