Jones Financial Companies’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Jones Financial Companies’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	$124M	Buy	682,647 +106,045	+18%	+$18.1M	0.05%	202
2026 Q1	$75M	Buy	576,602 +62,576	+12%	+$8.82M	0.04%	257
2025 Q4	$74M	Buy	514,026 +51,270	+11%	+$7.4M	0.05%	128
2025 Q3	$64.6M	Buy	462,756 +81,760	+21%	+$10.8M	0.04%	129
2025 Q2	$47.8M	Buy	380,996 +84,524	+29%	+$9.38M	0.04%	149
2025 Q1	$30.6M	Buy	296,472 +94,846	+47%	+$10.8M	0.03%	164
2024 Q4	$23.4M	Buy	201,626 +66,014	+49%	+$7.68M	0.02%	153
2024 Q3	$15.3M	Buy	135,612 +57,986	+75%	+$6.37M	0.02%	162
2024 Q2	$8.78M	Buy	77,626 +36,068	+87%	+$3.8M	0.01%	159
2024 Q1	$4.33M	Buy	41,558 +74	+0.2%	+$7.48K	0.01%	154
2023 Q4	$3.99M	Buy	41,484 +1,912	+5%	+$170K	0.01%	146
2023 Q3	$3.24M	Sell	39,572 -3,518	-8%	-$302K	0.01%	143
2023 Q2	$3.75M	Sell	43,090 -11,712	-21%	-$923K	0.01%	135
2023 Q1	$4.14M	Sell	54,802 -2,342	-4%	-$161K	0.01%	130
2022 Q4	$3.56M	Buy	57,144 +22,848	+67%	+$1.45M	0.01%	132
2022 Q3	$2.04M	Buy	34,296 +9,172	+37%	+$626K	﹤0.01%	145
2022 Q2	$1.6M	Sell	25,124 -888	-3%	-$61.9K	﹤0.01%	147
2022 Q1	$2.07M	Buy	26,012 +396	+2%	+$31.1K	﹤0.01%	141
2021 Q4	$2.23M	Buy	25,616 +5,352	+26%	+$441K	﹤0.01%	136
2021 Q3	$1.51M	Buy	20,264 +5,560	+38%	+$429K	﹤0.01%	137
2021 Q2	$1.09M	Hold	14,704	–	–	﹤0.01%	146
2021 Q1	$976K	Buy	14,704 +1,894	+15%	+$125K	﹤0.01%	151
2020 Q4	$833K	Hold	12,810	–	–	﹤0.01%	147
2020 Q3	$747K	Sell	12,810 -6,234	-33%	-$352K	﹤0.01%	146
2020 Q2	$995K	Sell	19,044 -688	-3%	-$32.4K	﹤0.01%	140
2020 Q1	$793K	Sell	19,732 -30,638	-61%	-$1.4M	﹤0.01%	147
2019 Q4	$2.31M	Sell	50,370 -8,436	-14%	-$361K	﹤0.01%	126
2019 Q3	$2.37M	Buy	58,806 +1,204	+2%	+$48.2K	0.01%	124
2019 Q2	$2.25M	Sell	57,602 -670	-1%	-$25.5K	0.01%	126
2019 Q1	$2.16M	Sell	58,272 -7,978	-12%	-$273K	﹤0.01%	124
2018 Q4	$2.05M	Buy	66,250 +44,938	+211%	+$1.52M	0.01%	125
2018 Q3	$803K	Buy	21,312 +3,666	+21%	+$134K	﹤0.01%	154
2018 Q2	$613K	Sell	17,646 -206	-1%	-$7.07K	﹤0.01%	158
2018 Q1	$584K	Sell	17,852 -954	-5%	-$32K	﹤0.01%	162
2017 Q4	$601K	Buy	18,806 +8,908	+90%	+$279K	﹤0.01%	171
2017 Q3	$292K	Buy	+9,898	New	+$285K	﹤0.01%	189
2016 Q1	–	Sell	-52,568	Closed	-$1.13M	–	234
2015 Q4	$1.13M	Buy	52,568 +10,546	+25%	+$227K	0.01%	147
2015 Q3	$830K	Buy	42,022 +5,172	+14%	+$107K	0.01%	163
2015 Q2	$763K	Sell	36,850 -4,720	-11%	-$101K	﹤0.01%	169
2015 Q1	$861K	Sell	41,570 -194,106	-82%	-$4.04M	0.01%	162
2014 Q4	$4.87M	Buy	+235,676	New	+$4.78M	0.03%	75
2014 Q3	–	Sell	-19,690	Closed	-$378K	–	228
2014 Q2	$378K	Sell	19,690 -394	-2%	-$7.29K	﹤0.01%	198
2014 Q1	$365K	Sell	20,084 -55,326	-73%	-$988K	﹤0.01%	195
2013 Q4	$1.35M	Buy	75,410 +56,320	+295%	+$954K	0.01%	140
2013 Q3	$306K	Buy	19,090 +18,550	+3,435%	+$296K	﹤0.01%	194
2013 Q2	$8K	Buy	+540	New	+$8.36K	﹤0.01%	626

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jones Financial Companies's XLK Position: Q2 2026 in Review

Jones Financial Companies increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 18% in Q2 2026, buying an estimated $18.1M and bringing the position to 682,647 shares worth $124M. The position accounts for 0.05% of the portfolio, ranked #202.

Jones Financial Companies first reported a position in XLK in Q2 2013 and has held it in 46 quarters since. 2,644 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Jones Financial Companies held 682,647 shares of State Street Technology Select Sector SPDR ETF worth $124M as of Q2 2026.
Jones Financial Companies bought 106,045 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $18.1M.
State Street Technology Select Sector SPDR ETF made up 0.05% of Jones Financial Companies's portfolio in Q2 2026, its #202 holding.
Jones Financial Companies first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2013 and has held it in 46 quarters since.
2,644 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.