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

JGP 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 Q2	$709K	Hold	3,720	–	–	0.06%	133
2026 Q1	$494K	Hold	3,720	–	–	0.05%	147
2025 Q4	$536K	Hold	3,720	–	–	0.06%	142
2025 Q3	$532K	Sell	3,720 -290	-7%	-$38.4K	0.06%	138
2025 Q2	$508K	Hold	4,010	–	–	0.06%	132
2025 Q1	$414K	Buy	4,010 +350	+10%	+$39.7K	0.05%	139
2024 Q4	$426K	Hold	3,660	–	–	0.06%	139
2024 Q3	$413K	Hold	3,660	–	–	0.05%	136
2024 Q2	$414K	Hold	3,660	–	–	0.06%	132
2024 Q1	$381K	Sell	3,660 -124	-3%	-$12.5K	0.06%	133
2023 Q4	$364K	Buy	3,784 +136	+4%	+$12.1K	0.05%	131
2023 Q3	$299K	Hold	3,648	–	–	0.05%	130
2023 Q2	$317K	Hold	3,648	–	–	0.05%	126
2023 Q1	$275K	Hold	3,648	–	–	0.05%	128
2022 Q4	$227K	Hold	3,648	–	–	0.04%	138
2022 Q3	$220K	Hold	3,648	–	–	0.05%	139
2022 Q2	$237K	Hold	3,648	–	–	0.05%	135
2022 Q1	$278K	Hold	3,648	–	–	0.05%	139
2021 Q4	$307K	Hold	3,648	–	–	0.06%	139
2021 Q3	$272K	Buy	3,648 +320	+10%	+$24.7K	0.06%	135
2021 Q2	$246K	Sell	3,328 -8	-0.2%	-$560	0.05%	143
2021 Q1	$222K	Buy	+3,336	New	+$220K	0.05%	141

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

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

JGP Wealth Management's XLK Position: Q2 2026 in Review

JGP Wealth Management held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 3,720 shares worth $709K. The position accounts for 0.06% of the portfolio, ranked #133.

JGP Wealth Management first reported a position in XLK in Q1 2021 and has held it in 22 quarters since. 2,664 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

JGP Wealth Management held 3,720 shares of State Street Technology Select Sector SPDR ETF worth $709K as of Q2 2026.
JGP Wealth Management left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.06% of JGP Wealth Management's portfolio in Q2 2026, its #133 holding.
JGP Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2021 and has held it in 22 quarters since.
2,664 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.