JTF
XLK icon

J. Team Financial’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

J. Team Financial’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 		– Sell
-2,617
Closed -$377K – 97
2025
Q4 		$377K Sell
2,617
-23
-0.9% -$3.32K 0.38% 54
2025
Q3 		$372K Buy
+2,640
New +$350K 0.38% 51

Other funds holding XLK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

J. Team Financial's XLK Position: Q1 2026 in Review

J. Team Financial sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q1 2026, closing a stake of 2,617 shares — an estimated $377K sold.

J. Team Financial first reported a position in XLK in Q3 2025 and held it in 2 quarters. The position peaked at $377K in Q4 2025. 2,408 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

  • J. Team Financial reported no remaining State Street Technology Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
  • J. Team Financial sold 2,617 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $377K.
  • J. Team Financial first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2025 and held it in 2 quarters.
  • J. Team Financial's State Street Technology Select Sector SPDR ETF position peaked at $377K in Q4 2025.
  • 2,408 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on J. Team Financial's 13F filing for Q1 2026, filed 22 Apr 2026.