JNBA Financial Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

JNBA Financial 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	$191K	Buy	1,003 +25	+3%	+$4.27K	0.01%	200
2026 Q1	$130K	Sell	978 -40	-4%	-$5.64K	0.01%	213
2025 Q4	$147K	Hold	1,018	–	–	0.01%	200
2025 Q3	$143K	Hold	1,018	–	–	0.01%	197
2025 Q2	$129K	Buy	1,018 +186	+22%	+$20.6K	0.01%	201
2025 Q1	$85.9K	Buy	832 +6	+0.7%	+$680	0.01%	229
2024 Q4	$96K	Hold	826	–	–	0.01%	221
2024 Q3	$93.2K	Hold	826	–	–	0.01%	228
2024 Q2	$93.4K	Hold	826	–	–	0.01%	229
2024 Q1	$86K	Hold	826	–	–	0.01%	248
2023 Q4	$79.5K	Sell	826 -42	-5%	-$3.74K	0.01%	248
2023 Q3	$71.1K	Sell	868 -62	-7%	-$5.32K	0.01%	249
2023 Q2	$80.8K	Buy	930 +398	+75%	+$31.4K	0.01%	244
2023 Q1	$40.2K	Hold	532	–	–	0.01%	308
2022 Q4	$33.1K	Hold	532	–	–	﹤0.01%	318
2022 Q3	$32K	Buy	532 +332	+166%	+$22.7K	﹤0.01%	320
2022 Q2	$13K	Sell	200 -402	-67%	-$28K	﹤0.01%	460
2022 Q1	$48K	Sell	602 -358	-37%	-$28.1K	0.01%	295
2021 Q4	$83K	Sell	960 -12	-1%	-$988	0.01%	251
2021 Q3	$73K	Hold	972	–	–	0.01%	256
2021 Q2	$72K	Buy	972 +772	+386%	+$54.1K	0.01%	255
2021 Q1	$13K	Buy	+200	New	+$13.2K	﹤0.01%	443
2017 Q1	–	Sell	-600	Closed	-$15K	–	499
2016 Q4	$15K	Sell	600 -19,428	-97%	-$464K	﹤0.01%	331
2016 Q3	$478K	Buy	20,028 +19,428	+3,238%	+$451K	0.07%	102
2016 Q2	$13K	Hold	600	–	–	﹤0.01%	333
2016 Q1	$13K	Hold	600	–	–	﹤0.01%	329
2015 Q4	$13K	Hold	600	–	–	0.01%	329
2015 Q3	$12K	Sell	600 -850	-59%	-$17.5K	0.01%	338
2015 Q2	$30K	Hold	1,450	–	–	0.01%	233
2015 Q1	$30K	Hold	1,450	–	–	0.01%	239
2014 Q4	$30K	Buy	+1,450	New	+$29.4K	0.01%	243

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

JNBA Financial Advisors's XLK Position: Q2 2026 in Review

JNBA Financial Advisors increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 2.6% in Q2 2026, buying an estimated $4.27K and bringing the position to 1,003 shares worth $191K. The position accounts for 0.01% of the portfolio, ranked #200.

JNBA Financial Advisors first reported a position in XLK in Q4 2014 and has held it in 31 quarters since. The position peaked at $478K in Q3 2016. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

JNBA Financial Advisors held 1,003 shares of State Street Technology Select Sector SPDR ETF worth $191K as of Q2 2026.
JNBA Financial Advisors bought 25 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $4.27K.
State Street Technology Select Sector SPDR ETF made up 0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #200 holding.
JNBA Financial Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2014 and has held it in 31 quarters since.
JNBA Financial Advisors's State Street Technology Select Sector SPDR ETF position peaked at $478K in Q3 2016.
2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.