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

Glass Jacobson 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	$705K	Hold	3,702	–	–	0.22%	108
2026 Q1	$492K	Buy	3,702 +46	+1%	+$6.48K	0.17%	121
2025 Q4	$526K	Hold	3,656	–	–	0.19%	110
2025 Q3	$515K	Hold	3,656	–	–	0.19%	117
2025 Q2	$463K	Sell	3,656 -13,182	-78%	-$1.46M	0.18%	118
2025 Q1	$1.96M	Hold	16,838	–	–	0.64%	46
2024 Q4	$1.96M	Sell	16,838 -130	-0.8%	-$15.1K	0.64%	46
2024 Q3	$1.92M	Sell	16,968 -440	-3%	-$48.3K	0.64%	49
2024 Q2	$1.97M	Sell	17,408 -386	-2%	-$40.6K	0.72%	41
2024 Q1	$1.85M	Sell	17,794 -20	-0.1%	-$2.02K	0.7%	46
2023 Q4	$1.71M	Sell	17,814 -3,608	-17%	-$321K	0.7%	42
2023 Q3	$1.76M	Buy	21,422 +4,158	+24%	+$357K	0.8%	34
2023 Q2	$1.5M	Buy	+17,264	New	+$1.36M	0.69%	41
2022 Q4	$1.17M	Buy	+18,812	New	+$1.19M	0.58%	49

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 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Glass Jacobson Investment Advisors's XLK Position: Q2 2026 in Review

Glass Jacobson Investment Advisors held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 3,702 shares worth $705K. The position accounts for 0.22% of the portfolio, ranked #108.

Glass Jacobson Investment Advisors first reported a position in XLK in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.97M in Q2 2024. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Glass Jacobson Investment Advisors held 3,702 shares of State Street Technology Select Sector SPDR ETF worth $705K as of Q2 2026.
Glass Jacobson Investment 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 0.22% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #108 holding.
Glass Jacobson Investment Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2022 and has held it in 14 quarters since.
Glass Jacobson Investment Advisors's State Street Technology Select Sector SPDR ETF position peaked at $1.97M in Q2 2024.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.