JWCA
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J.W. Cole Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

J.W. Cole 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 		$47.2M Sell
247,691
-6,083
-2% -$1.04M 0.81% 17
2026
Q1 		$33.7M Buy
253,774
+2,855
+1% +$402K 1.14% 12
2025
Q4 		$21.9M Buy
250,919
+7,827
+3% +$1.13M 0.53% 24
2025
Q3 		$34.3M Sell
243,092
-9,968
-4% -$1.32M 0.66% 21
2025
Q2 		$32M Buy
253,060
+115,832
+84% +$12.9M 0.68% 19
2025
Q1 		$14.2M Sell
137,228
-71,700
-34% -$8.13M 0.44% 35
2024
Q4 		$24.3M Buy
208,928
+10,712
+5% +$1.25M 0.98% 13
2024
Q3 		$22.4M Buy
198,216
+4,172
+2% +$458K 0.94% 15
2024
Q2 		$21.9M Sell
194,044
-1,908
-1% -$201K 1.03% 14
2024
Q1 		$20.4M Buy
195,952
+13,406
+7% +$1.36M 1.03% 13
2023
Q4 		$17.6M Buy
182,546
+17,898
+11% +$1.59M 1.03% 11
2023
Q3 		$13.5M Buy
164,648
+5,616
+4% +$482K 0.99% 12
2023
Q2 		$13.8M Buy
159,032
+2,000
+1% +$158K 0.99% 11
2023
Q1 		$11.9M Buy
157,032
+694
+0.4% +$47.8K 0.84% 13
2022
Q4 		$9.73M Sell
156,338
-13,744
-8% -$873K 0.75% 21
2022
Q3 		$10.1M Sell
170,082
-7,038
-4% -$480K 0.84% 14
2022
Q2 		$11.3M Sell
177,120
-14,710
-8% -$1.02M 0.9% 13
2022
Q1 		$15.2M Sell
191,830
-18,454
-9% -$1.45M 1.02% 11
2021
Q4 		$18.3M Buy
+210,284
New +$17.3M 1.19% 9
2021
Q3 		– Sell
-195,596
Closed -$14.4M – 800
2021
Q2 		$14.4M Buy
195,596
+7,840
+4% +$549K 1.14% 7
2021
Q1 		$12.5M Sell
187,756
-15,572
-8% -$1.03M 1.2% 7
2020
Q4 		$13.2M Buy
203,328
+44,784
+28% +$2.73M 1.37% 7
2020
Q3 		$9.25M Sell
158,544
-50,786
-24% -$2.87M 0.71% 18
2020
Q2 		$10.9M Buy
209,330
+194,610
+1,322% +$9.15M 1.64% 8
2020
Q1 		$592K Sell
14,720
-175,434
-92% -$8.01M 1.14% 21
2019
Q4 		$8.72M Buy
+190,154
New +$8.14M 1.1% 12

Other funds holding XLK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

J.W. Cole Advisors's XLK Position: Q2 2026 in Review

J.W. Cole Advisors reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 2.4% in Q2 2026, selling an estimated $1.04M and leaving 247,691 shares worth $47.2M. The position accounts for 0.81% of the portfolio, ranked #17.

J.W. Cole Advisors first reported a position in XLK in Q4 2019 and has held it in 26 quarters since. 955 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • J.W. Cole Advisors held 247,691 shares of State Street Technology Select Sector SPDR ETF worth $47.2M as of Q2 2026.
  • J.W. Cole Advisors sold 6,083 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $1.04M.
  • State Street Technology Select Sector SPDR ETF made up 0.81% of J.W. Cole Advisors's portfolio in Q2 2026, its #17 holding.
  • J.W. Cole Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2019 and has held it in 26 quarters since.
  • 955 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.