JFS Wealth Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

JFS Wealth 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	$8.78M	Buy	46,064 +2,562	+6%	+$438K	0.44%	43
2026 Q1	$5.78M	Sell	43,502 -685	-2%	-$96.5K	0.32%	57
2025 Q4	$6.36M	Buy	44,187 +401	+0.9%	+$57.9K	0.36%	53
2025 Q3	$6.17M	Buy	43,786 +3,280	+8%	+$434K	0.36%	51
2025 Q2	$5.13M	Sell	40,506 -2,288	-5%	-$254K	0.33%	52
2025 Q1	$4.42M	Sell	42,794 -1,202	-3%	-$136K	0.3%	55
2024 Q4	$5.12M	Sell	43,996 -1,398	-3%	-$163K	0.35%	50
2024 Q3	$5.12M	Buy	45,394 +2,078	+5%	+$228K	0.34%	49
2024 Q2	$4.9M	Buy	43,316 +496	+1%	+$52.2K	0.39%	44
2024 Q1	$4.46M	Buy	42,820 +1,878	+5%	+$190K	0.35%	49
2023 Q4	$3.94M	Buy	40,942 +630	+2%	+$56.1K	0.33%	51
2023 Q3	$3.3M	Buy	40,312 +2,064	+5%	+$177K	0.31%	54
2023 Q2	$3.32M	Buy	38,248 +838	+2%	+$66.1K	0.3%	54
2023 Q1	$2.82M	Sell	37,410 -1,074	-3%	-$73.9K	0.27%	58
2022 Q4	$2.39M	Sell	38,484 -17,148	-31%	-$1.09M	0.23%	71
2022 Q3	$3.3M	Buy	55,632 +74	+0.1%	+$5.05K	0.36%	46
2022 Q2	$3.53M	Sell	55,558 -882	-2%	-$61.4K	0.37%	46
2022 Q1	$4.49M	Sell	56,440 -3,108	-5%	-$244K	0.42%	42
2021 Q4	$5.18M	Buy	59,548 +1,556	+3%	+$128K	0.49%	40
2021 Q3	$4.33M	Buy	+57,992	New	+$4.47M	0.44%	48
2018 Q4	–	Sell	-488	Closed	-$18K	–	544
2018 Q3	$18K	Buy	+488	New	+$17.9K	﹤0.01%	337
2016 Q2	–	Sell	-642	Closed	-$14K	–	629
2016 Q1	$14K	Hold	642	–	–	﹤0.01%	360
2015 Q4	$14K	Buy	+642	New	+$13.8K	﹤0.01%	365

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

JFS Wealth Advisors's XLK Position: Q2 2026 in Review

JFS Wealth Advisors increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 5.9% in Q2 2026, buying an estimated $438K and bringing the position to 46,064 shares worth $8.78M. The position accounts for 0.44% of the portfolio, ranked #43.

JFS Wealth Advisors first reported a position in XLK in Q4 2015 and has held it in 23 quarters since. 1,265 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

JFS Wealth Advisors held 46,064 shares of State Street Technology Select Sector SPDR ETF worth $8.78M as of Q2 2026.
JFS Wealth Advisors bought 2,562 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $438K.
State Street Technology Select Sector SPDR ETF made up 0.44% of JFS Wealth Advisors's portfolio in Q2 2026, its #43 holding.
JFS Wealth Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2015 and has held it in 23 quarters since.
1,265 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.