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 Q2	$458K	Hold	2,402	–	–	0.29%	44
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

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 22.9% 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

Joel Adams & Associates's XLK Position: Q2 2026 in Review

Joel Adams & Associates held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 2,402 shares worth $458K. The position accounts for 0.29% of the portfolio, ranked #44.

Joel Adams & Associates first reported a position in XLK in Q1 2025 and has held it in 6 quarters since. 2,671 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Joel Adams & Associates held 2,402 shares of State Street Technology Select Sector SPDR ETF worth $458K as of Q2 2026.
Joel Adams & Associates left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.29% of Joel Adams & Associates's portfolio in Q2 2026, its #44 holding.
Joel Adams & Associates first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
2,671 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Joel Adams & Associates's 13F filing for Q2 2026, filed 6 Aug 2026.