JAG
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Journey Advisory Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Journey Advisory Group’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 		$7.9M Sell
59,374
-5,210
-8% -$734K 0.67% 40
2025
Q4 		$9.3M Buy
64,584
+1,696
+3% +$245K 0.78% 33
2025
Q3 		$8.86M Sell
62,888
-5,190
-8% -$687K 0.66% 38
2025
Q2 		$8.62M Buy
68,078
+2,932
+5% +$325K 0.67% 36
2025
Q1 		$6.73M Sell
65,146
-5,110
-7% -$579K 0.55% 45
2024
Q4 		$7.95M Hold
70,256
– – 0.95% 32
2024
Q3 		$7.95M Buy
70,256
+124
+0.2% +$13.6K 0.95% 32
2024
Q2 		$7.93M Sell
70,132
-698
-1% -$73.5K 0.95% 32
2024
Q1 		$7.38M Sell
70,830
-700
-1% -$70.8K 0.91% 29
2023
Q4 		$6.88M Sell
71,530
-1,010
-1% -$89.9K 0.94% 30
2023
Q3 		$5.95M Sell
72,540
-1,646
-2% -$141K 0.89% 33
2023
Q2 		$6.45M Sell
74,186
-7,360
-9% -$580K 0.96% 29
2023
Q1 		$6.16M Sell
81,546
-22,120
-21% -$1.52M 0.97% 25
2022
Q4 		$6.45M Sell
103,666
-3,636
-3% -$231K 1.6% 11
2022
Q3 		$6.37M Sell
107,302
-1,540
-1% -$105K 1.63% 11
2022
Q2 		$7.83M Buy
108,842
+3,236
+3% +$225K 1.8% 9
2022
Q1 		$8.39M Buy
105,606
+3,608
+4% +$283K 2.12% 8
2021
Q4 		$8.87M Sell
101,998
-344
-0.3% -$28.3K 2.45% 10
2021
Q3 		$7.64M Sell
102,342
-4,230
-4% -$326K 2.48% 10
2021
Q2 		$7.87M Buy
106,572
+938
+0.9% +$65.7K 2.5% 9
2021
Q1 		$7.01M Sell
105,634
-16
-0% -$1.06K 2.45% 7
2020
Q4 		$6.87M Buy
+105,650
New +$6.43M 2.57% 7

Other funds holding XLK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Journey Advisory Group's XLK Position: Q1 2026 in Review

Journey Advisory Group reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 8.1% in Q1 2026, selling an estimated $734K and leaving 59,374 shares worth $7.9M. The position accounts for 0.67% of the portfolio, ranked #40.

Journey Advisory Group first reported a position in XLK in Q4 2020 and has held it in 22 quarters since. The position peaked at $9.3M in Q4 2025. 2,399 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

  • Journey Advisory Group held 59,374 shares of State Street Technology Select Sector SPDR ETF worth $7.9M as of Q1 2026.
  • Journey Advisory Group sold 5,210 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $734K.
  • State Street Technology Select Sector SPDR ETF made up 0.67% of Journey Advisory Group's portfolio in Q1 2026, its #40 holding.
  • Journey Advisory Group first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2020 and has held it in 22 quarters since.
  • Journey Advisory Group's State Street Technology Select Sector SPDR ETF position peaked at $9.3M in Q4 2025.
  • 2,399 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Journey Advisory Group's 13F filing for Q1 2026, filed 5 May 2026.