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JAG
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
Shares
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
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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