JT Stratford LLC’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

JT Stratford LLC’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	$406K	Buy	3,058 +4	+0.1%	+$564	0.05%	238
2025 Q4	$440K	Buy	3,054 +4	+0.1%	+$578	0.06%	232
2025 Q3	$430K	Buy	3,050 +4	+0.1%	+$530	0.06%	226
2025 Q2	$386K	Buy	3,046 +4	+0.1%	+$444	0.06%	215
2025 Q1	$314K	Buy	3,042 +6	+0.2%	+$680	0.06%	228
2024 Q4	$353K	Buy	3,036 +4	+0.1%	+$465	0.06%	223
2024 Q3	$342K	Buy	3,032 +6	+0.2%	+$659	0.06%	231
2024 Q2	$342K	Buy	3,026 +6	+0.2%	+$632	0.06%	219
2024 Q1	$315K	Buy	3,020 +4	+0.1%	+$405	0.06%	219
2023 Q4	$290K	Buy	3,016 +6	+0.2%	+$534	0.07%	210
2023 Q3	$247K	Sell	3,010 -34	-1%	-$2.92K	0.06%	208
2023 Q2	$265K	Buy	3,044 +48	+2%	+$3.78K	0.07%	207
2023 Q1	$226K	Buy	+2,996	New	+$206K	0.07%	210

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

JT Stratford LLC's XLK Position: Q1 2026 in Review

JT Stratford LLC increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.13% in Q1 2026, buying an estimated $564 and bringing the position to 3,058 shares worth $406K. The position accounts for 0.05% of the portfolio, ranked #238.

JT Stratford LLC first reported a position in XLK in Q1 2023 and has held it in 13 quarters since. The position peaked at $440K in Q4 2025. 2,402 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

JT Stratford LLC held 3,058 shares of State Street Technology Select Sector SPDR ETF worth $406K as of Q1 2026.
JT Stratford LLC bought 4 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $564.
State Street Technology Select Sector SPDR ETF made up 0.05% of JT Stratford LLC's portfolio in Q1 2026, its #238 holding.
JT Stratford LLC first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2023 and has held it in 13 quarters since.
JT Stratford LLC's State Street Technology Select Sector SPDR ETF position peaked at $440K in Q4 2025.
2,402 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on JT Stratford LLC's 13F filing for Q1 2026, filed 15 May 2026.