JGCM
XLK icon

Joseph Group Capital Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Joseph Group Capital 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 		– Sell
-1,352
Closed -$180K – 421
2026
Q1 		$180K Hold
1,352
– – 0.04% 67
2025
Q4 		$195K Hold
1,352
– – 0.05% 63
2025
Q3 		$191K Buy
+1,352
New +$179K 0.05% 61

Other funds holding XLK

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Ameriprise
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Joseph Group Capital Management's XLK Position: Q2 2026 in Review

Joseph Group Capital Management sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q2 2026, closing a stake of 1,352 shares — an estimated $180K sold.

Joseph Group Capital Management first reported a position in XLK in Q3 2025 and held it in 3 quarters. The position peaked at $195K in Q4 2025. 2,671 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Joseph Group Capital Management reported no remaining State Street Technology Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • Joseph Group Capital Management sold 1,352 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $180K.
  • Joseph Group Capital Management first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2025 and held it in 3 quarters.
  • Joseph Group Capital Management's State Street Technology Select Sector SPDR ETF position peaked at $195K in Q4 2025.
  • 2,671 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Joseph Group Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.