JSW
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Journey Strategic Wealth’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Journey Strategic Wealth’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 		$860K Sell
6,468
-417
-6% -$58.8K 0.02% 214
2025
Q4 		$991K Sell
6,885
-189
-3% -$27.3K 0.03% 184
2025
Q3 		$997K Sell
7,074
-1,100
-13% -$146K 0.03% 169
2025
Q2 		$1.03M Buy
8,174
+456
+6% +$50.6K 0.03% 162
2025
Q1 		$797K Buy
7,718
+250
+3% +$28.3K 0.03% 160
2024
Q4 		$868K Sell
7,468
-258
-3% -$30K 0.03% 141
2024
Q3 		$872K Buy
7,726
+684
+10% +$75.1K 0.03% 145
2024
Q2 		$796K Buy
+7,042
New +$741K 0.03% 111
2023
Q2 		– Sell
-2,912
Closed -$220K – 271
2023
Q1 		$220K Sell
2,912
-612
-17% -$42.1K 0.02% 209
2022
Q4 		$219K Buy
+3,524
New +$224K 0.03% 196

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 Strategic Wealth's XLK Position: Q1 2026 in Review

Journey Strategic Wealth reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 6.1% in Q1 2026, selling an estimated $58.8K and leaving 6,468 shares worth $860K. The position accounts for 0.02% of the portfolio, ranked #214.

Journey Strategic Wealth first reported a position in XLK in Q4 2022 and has held it in 10 quarters since. The position peaked at $1.03M in Q2 2025. 2,404 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

  • Journey Strategic Wealth held 6,468 shares of State Street Technology Select Sector SPDR ETF worth $860K as of Q1 2026.
  • Journey Strategic Wealth sold 417 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $58.8K.
  • State Street Technology Select Sector SPDR ETF made up 0.02% of Journey Strategic Wealth's portfolio in Q1 2026, its #214 holding.
  • Journey Strategic Wealth first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2022 and has held it in 10 quarters since.
  • Journey Strategic Wealth's State Street Technology Select Sector SPDR ETF position peaked at $1.03M in Q2 2025.
  • 2,404 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.