Joel Adams & Associates’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Joel Adams & Associates’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	$319K	Sell	2,402 -73	-3%	-$10.3K	0.24%	50
2025 Q4	$356K	Sell	2,475 -75	-3%	-$10.8K	0.27%	48
2025 Q3	$359K	Hold	2,550	–	–	0.29%	48
2025 Q2	$323K	Hold	2,550	–	–	0.29%	45
2025 Q1	$263K	Buy	+2,550	New	+$289K	0.24%	53

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

Joel Adams & Associates's XLK Position: Q1 2026 in Review

Joel Adams & Associates reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 2.9% in Q1 2026, selling an estimated $10.3K and leaving 2,402 shares worth $319K. The position accounts for 0.24% of the portfolio, ranked #50.

Joel Adams & Associates first reported a position in XLK in Q1 2025 and has held it in 5 quarters since. The position peaked at $359K in Q3 2025. 2,404 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Joel Adams & Associates held 2,402 shares of State Street Technology Select Sector SPDR ETF worth $319K as of Q1 2026.
Joel Adams & Associates sold 73 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $10.3K.
State Street Technology Select Sector SPDR ETF made up 0.24% of Joel Adams & Associates's portfolio in Q1 2026, its #50 holding.
Joel Adams & Associates first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2025 and has held it in 5 quarters since.
Joel Adams & Associates's State Street Technology Select Sector SPDR ETF position peaked at $359K in Q3 2025.
2,404 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Joel Adams & Associates's 13F filing for Q1 2026, filed 20 Apr 2026.