JSF Financial’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

JSF Financial’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	$3.11M	Sell	16,310 -8,006	-33%	-$1.37M	0.49%	30
2026 Q1	$3.23M	Buy	24,316 +7,652	+46%	+$1.08M	0.63%	23
2025 Q4	$2.4M	Sell	16,664 -1,066	-6%	-$154K	0.5%	29
2025 Q3	$2.5M	Sell	17,730 -856	-5%	-$113K	0.55%	27
2025 Q2	$2.35M	Buy	18,586 +2	+0%	+$222	0.56%	28
2025 Q1	$1.92M	Buy	18,584 +300	+2%	+$34K	0.51%	31
2024 Q4	$2.13M	Sell	18,284 -2,662	-13%	-$310K	0.57%	28
2024 Q3	$2.36M	Sell	20,946 -142	-0.7%	-$15.6K	0.69%	24
2024 Q2	$2.39M	Sell	21,088 -208	-1%	-$21.9K	0.73%	25
2024 Q1	$2.22M	Sell	21,296 -8,464	-28%	-$856K	0.69%	25
2023 Q4	$2.86M	Sell	29,760 -7,790	-21%	-$694K	0.99%	20
2023 Q3	$3.08M	Sell	37,550 -24,682	-40%	-$2.12M	1.19%	20
2023 Q2	$5.41M	Buy	62,232 +30,058	+93%	+$2.37M	1.91%	15
2023 Q1	$2.43M	Sell	32,174 -199,990	-86%	-$13.8M	0.91%	28
2022 Q4	$14.4M	Sell	232,164 -352	-0.2%	-$22.4K	5.4%	3
2022 Q3	$13.8M	Buy	232,516 +212,974	+1,090%	+$14.5M	5.24%	3
2022 Q2	$1.24M	Buy	19,542 +426	+2%	+$29.7K	0.56%	32
2022 Q1	$1.52M	Buy	+19,116	New	+$1.5M	0.65%	27
2020 Q2	–	Sell	-8,032	Closed	-$323K	–	68
2020 Q1	$323K	Buy	+8,032	New	+$367K	0.33%	42

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JSF Financial's XLK Position: Q2 2026 in Review

JSF Financial reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 33% in Q2 2026, selling an estimated $1.37M and leaving 16,310 shares worth $3.11M. The position accounts for 0.49% of the portfolio, ranked #30.

JSF Financial first reported a position in XLK in Q1 2020 and has held it in 19 quarters since. The position peaked at $14.4M in Q4 2022. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

JSF Financial held 16,310 shares of State Street Technology Select Sector SPDR ETF worth $3.11M as of Q2 2026.
JSF Financial sold 8,006 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $1.37M.
State Street Technology Select Sector SPDR ETF made up 0.49% of JSF Financial's portfolio in Q2 2026, its #30 holding.
JSF Financial first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2020 and has held it in 19 quarters since.
JSF Financial's State Street Technology Select Sector SPDR ETF position peaked at $14.4M in Q4 2022.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on JSF Financial's 13F filing for Q2 2026, filed 28 Jul 2026.