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 Q2	$11.3M	Sell	59,168 -206	-0.3%	-$35.2K	0.86%	31
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

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

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

Journey Advisory Group's XLK Position: Q2 2026 in Review

Journey Advisory Group reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.35% in Q2 2026, selling an estimated $35.2K and leaving 59,168 shares worth $11.3M. The position accounts for 0.86% of the portfolio, ranked #31.

Journey Advisory Group first reported a position in XLK in Q4 2020 and has held it in 23 quarters since. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Journey Advisory Group held 59,168 shares of State Street Technology Select Sector SPDR ETF worth $11.3M as of Q2 2026.
Journey Advisory Group sold 206 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $35.2K.
State Street Technology Select Sector SPDR ETF made up 0.86% of Journey Advisory Group's portfolio in Q2 2026, its #31 holding.
Journey Advisory Group first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2020 and has held it in 23 quarters since.
2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Journey Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.