Jackson Grant Investment Advisers’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Jackson Grant Investment Advisers’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	$2.47M	Buy	12,968 +163	+1%	+$27.9K	0.77%	26
2026 Q1	$1.7M	Buy	12,805 +14	+0.1%	+$1.97K	0.57%	32
2025 Q4	$1.84M	Buy	12,791 +19	+0.1%	+$2.74K	0.61%	31
2025 Q3	$1.8M	Buy	12,772 +52	+0.4%	+$6.89K	0.6%	30
2025 Q2	$1.61M	Buy	12,720 +74	+0.6%	+$8.21K	0.59%	30
2025 Q1	$1.31M	Sell	12,646 -1,378	-10%	-$156K	0.51%	35
2024 Q4	$1.63M	Buy	14,024 +22	+0.2%	+$2.56K	0.63%	27
2024 Q3	$1.58M	Buy	14,002 +450	+3%	+$49.4K	0.59%	29
2024 Q2	$1.53M	Buy	13,552 +180	+1%	+$19K	0.62%	28
2024 Q1	$1.39M	Sell	13,372 -1,024	-7%	-$104K	0.57%	31
2023 Q4	$1.39M	Sell	14,396 -370	-3%	-$32.9K	0.61%	28
2023 Q3	$1.21M	Sell	14,766 -160	-1%	-$13.7K	0.58%	33
2023 Q2	$1.3M	Sell	14,926 -30	-0.2%	-$2.37K	0.6%	34
2023 Q1	$1.13M	Sell	14,956 -1,160	-7%	-$79.8K	0.53%	34
2022 Q4	$1M	Buy	16,116 +1,066	+7%	+$67.7K	0.48%	37
2022 Q3	$894K	Sell	15,050 -570	-4%	-$38.9K	0.47%	37
2022 Q2	$993K	Sell	15,620 -384	-2%	-$26.7K	0.49%	37
2022 Q1	$1.27M	Buy	16,004 +106	+0.7%	+$8.32K	0.54%	31
2021 Q4	$1.38M	Sell	15,898 -142	-0.9%	-$11.7K	0.7%	22
2021 Q3	$1.2M	Sell	16,040 -3,234	-17%	-$250K	0.53%	31
2021 Q2	$1.42M	Sell	19,274 -3,202	-14%	-$224K	0.63%	28
2021 Q1	$1.49M	Sell	22,476 -722	-3%	-$47.7K	0.69%	27
2020 Q4	$1.51M	Sell	23,198 -806	-3%	-$49.1K	0.77%	23
2020 Q3	$1.4M	Buy	24,004 +50	+0.2%	+$2.83K	0.84%	21
2020 Q2	$1.25M	Sell	23,954 -2,668	-10%	-$126K	0.8%	22
2020 Q1	$1.07M	Sell	26,622 -1,198	-4%	-$54.7K	0.79%	24
2019 Q4	$1.27M	Buy	27,820 +86	+0.3%	+$3.68K	0.69%	25
2019 Q3	$1.12M	Sell	27,734 -1,906	-6%	-$76.3K	0.63%	26
2019 Q2	$1.16M	Sell	29,640 -4,012	-12%	-$153K	0.67%	25
2019 Q1	$1.25M	Sell	33,652 -4,130	-11%	-$141K	0.75%	24
2018 Q4	$1.17M	Sell	37,782 -1,668	-4%	-$56.4K	0.82%	24
2018 Q3	$1.49M	Buy	39,450 +6,456	+20%	+$237K	0.93%	22
2018 Q2	$1.15M	Sell	32,994 -2,324	-7%	-$79.7K	0.79%	24
2018 Q1	$1.16M	Sell	35,318 -530	-1%	-$17.8K	0.81%	24
2017 Q4	$1.15M	Buy	35,848 +7,220	+25%	+$226K	0.78%	25
2017 Q3	$846K	Sell	28,628 -3,224	-10%	-$92.9K	0.61%	27
2017 Q2	$871K	Buy	31,852 +2,202	+7%	+$60.6K	0.68%	26
2017 Q1	$790K	Buy	29,650 +1,334	+5%	+$34.4K	0.63%	26
2016 Q4	$685K	Buy	28,316 +3,636	+15%	+$86.8K	0.58%	30
2016 Q3	$590K	Sell	24,680 -2,734	-10%	-$63.5K	0.49%	32
2016 Q2	$594K	Buy	27,414 +2,542	+10%	+$55.1K	0.52%	30
2016 Q1	$552K	Sell	24,872 -936	-4%	-$19.3K	0.5%	33
2015 Q4	$553K	Buy	+25,808	New	+$556K	0.53%	34

Other funds holding XLK

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

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

Jackson Grant Investment Advisers's XLK Position: Q2 2026 in Review

Jackson Grant Investment Advisers increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 1.3% in Q2 2026, buying an estimated $27.9K and bringing the position to 12,968 shares worth $2.47M. The position accounts for 0.77% of the portfolio, ranked #26.

Jackson Grant Investment Advisers first reported a position in XLK in Q4 2015 and has held it in 43 quarters since. 1,339 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Jackson Grant Investment Advisers held 12,968 shares of State Street Technology Select Sector SPDR ETF worth $2.47M as of Q2 2026.
Jackson Grant Investment Advisers bought 163 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $27.9K.
State Street Technology Select Sector SPDR ETF made up 0.77% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #26 holding.
Jackson Grant Investment Advisers first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2015 and has held it in 43 quarters since.
1,339 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.