JPL Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

JPL Wealth 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 Q1	$22.3K	Buy	+168	New	+$23.7K	0.01%	375
2025 Q4	–	Sell	-202	Closed	-$28.5K	–	1149
2025 Q3	$28.5K	Buy	+202	New	+$26.8K	0.01%	330
2025 Q1	–	Sell	-3,174	Closed	-$369K	–	125
2024 Q4	$369K	Buy	+3,174	New	+$369K	0.11%	102
2024 Q2	$409K	Sell	3,620 -402	-10%	-$42.3K	0.2%	82
2024 Q1	$419K	Buy	4,022 +920	+30%	+$93K	0.23%	84
2023 Q4	$299K	Buy	+3,102	New	+$276K	0.22%	87

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

JPL Wealth Management's XLK Position: Q1 2026 in Review

JPL Wealth Management opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q1 2026: 168 shares worth $22.3K. The stake represents 0.01% of the portfolio and ranks #375 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in XLK as recently as Q3 2025.

JPL Wealth Management first reported a position in XLK in Q4 2023 and has held it in 6 quarters since. The position peaked at $419K in Q1 2024. 2,402 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

JPL Wealth Management held 168 shares of State Street Technology Select Sector SPDR ETF worth $22.3K as of Q1 2026.
State Street Technology Select Sector SPDR ETF was a new JPL Wealth Management position in Q1 2026.
State Street Technology Select Sector SPDR ETF made up 0.01% of JPL Wealth Management's portfolio in Q1 2026, its #375 holding.
JPL Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2023 and has held it in 6 quarters since.
JPL Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $419K in Q1 2024.
2,402 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.