J.M. Forbes & Co’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

J.M. Forbes & Co’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	$33.3M	Hold	174,978	–	–	2.62%	9
2026 Q1	$23.3M	Buy	174,978 +180	+0.1%	+$25.4K	1.97%	11
2025 Q4	$25.2M	Hold	174,798	–	–	2.04%	11
2025 Q3	$24.6M	Hold	174,798	–	–	2.05%	10
2025 Q2	$22.1M	Hold	174,798	–	–	2.02%	11
2025 Q1	$18M	Sell	174,798 -2,708	-2%	-$307K	1.75%	15
2024 Q4	$20.6M	Hold	177,506	–	–	1.99%	10
2024 Q3	$20M	Hold	177,506	–	–	1.96%	10
2024 Q2	$20.1M	Sell	177,506 -1,088	-0.6%	-$115K	2.06%	10
2024 Q1	$18.6M	Hold	178,594	–	–	2.02%	11
2023 Q4	$17.2M	Sell	178,594 -2,022	-1%	-$180K	2%	15
2023 Q3	$14.8M	Buy	180,616 +18,860	+12%	+$1.62M	1.92%	13
2023 Q2	$14.1M	Buy	+161,756	New	+$12.7M	1.75%	19

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

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

J.M. Forbes & Co's XLK Position: Q2 2026 in Review

J.M. Forbes & Co held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 174,978 shares worth $33.3M. The position accounts for 2.62% of the portfolio, ranked #9.

J.M. Forbes & Co first reported a position in XLK in Q2 2023 and has held it in 13 quarters since. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

J.M. Forbes & Co held 174,978 shares of State Street Technology Select Sector SPDR ETF worth $33.3M as of Q2 2026.
J.M. Forbes & Co left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 2.62% of J.M. Forbes & Co's portfolio in Q2 2026, its #9 holding.
J.M. Forbes & Co first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2023 and has held it in 13 quarters since.
2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on J.M. Forbes & Co's 13F filing for Q2 2026, filed 20 Jul 2026.