JDM Financial Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

JDM Financial Group’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	$1.17M	Buy	6,118 +1,104	+22%	+$189K	0.4%	29
2026 Q1	$666K	Buy	5,014 +662	+15%	+$93.3K	0.26%	38
2025 Q4	$627K	Sell	4,352 -144	-3%	-$20.8K	0.24%	39
2025 Q3	$634K	Buy	4,496 +868	+24%	+$115K	0.27%	35
2025 Q2	$459K	Buy	3,628 +414	+13%	+$45.9K	0.22%	37
2025 Q1	$332K	Hold	3,214	–	–	0.17%	44
2024 Q4	$374K	Hold	3,214	–	–	0.19%	38
2024 Q3	$363K	Hold	3,214	–	–	0.2%	36
2024 Q2	$364K	Hold	3,214	–	–	0.25%	34
2024 Q1	$335K	Buy	3,214 +1,460	+83%	+$148K	0.24%	32
2023 Q4	$169K	Hold	1,754	–	–	0.14%	40
2023 Q3	$144K	Hold	1,754	–	–	0.13%	40
2023 Q2	$152K	Hold	1,754	–	–	0.13%	45
2023 Q1	$132K	Buy	1,754 +2	+0.1%	+$138	0.12%	45
2022 Q4	$109K	Buy	+1,752	New	+$111K	0.1%	46

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

JDM Financial Group's XLK Position: Q2 2026 in Review

JDM Financial Group increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 22% in Q2 2026, buying an estimated $189K and bringing the position to 6,118 shares worth $1.17M. The position accounts for 0.4% of the portfolio, ranked #29.

JDM Financial Group first reported a position in XLK in Q4 2022 and has held it in 15 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

JDM Financial Group held 6,118 shares of State Street Technology Select Sector SPDR ETF worth $1.17M as of Q2 2026.
JDM Financial Group bought 1,104 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $189K.
State Street Technology Select Sector SPDR ETF made up 0.4% of JDM Financial Group's portfolio in Q2 2026, its #29 holding.
JDM Financial Group first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on JDM Financial Group's 13F filing for Q2 2026, filed 18 Aug 2026.