Jessup Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Jessup Wealth Management’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	$5.39M	Buy	40,525 +1,172	+3%	+$165K	1.97%	19
2025 Q4	$5.67M	Buy	39,353 +1,307	+3%	+$189K	1.87%	18
2025 Q3	$5.36M	Buy	38,046 +872	+2%	+$115K	2%	15
2025 Q2	$4.71M	Buy	+37,174	New	+$4.13M	1.89%	17

Other funds holding XLK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jessup Wealth Management's XLK Position: Q1 2026 in Review

Jessup Wealth Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 3% in Q1 2026, buying an estimated $165K and bringing the position to 40,525 shares worth $5.39M. The position accounts for 1.97% of the portfolio, ranked #19.

Jessup Wealth Management first reported a position in XLK in Q2 2025 and has held it in 4 quarters since. The position peaked at $5.67M in Q4 2025. 2,400 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Jessup Wealth Management held 40,525 shares of State Street Technology Select Sector SPDR ETF worth $5.39M as of Q1 2026.
Jessup Wealth Management bought 1,172 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $165K.
State Street Technology Select Sector SPDR ETF made up 1.97% of Jessup Wealth Management's portfolio in Q1 2026, its #19 holding.
Jessup Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2025 and has held it in 4 quarters since.
Jessup Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $5.67M in Q4 2025.
2,400 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Jessup Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.