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Juncture Wealth Strategies’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Juncture Wealth Strategies’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 		$799K Sell
4,193
-274
-6% -$46.8K 0.21% 78
2026
Q1 		$594K Sell
4,467
-889
-17% -$125K 0.2% 72
2025
Q4 		$771K Sell
5,356
-50
-0.9% -$7.22K 0.25% 57
2025
Q3 		$762K Buy
5,406
+2,378
+79% +$315K 0.26% 56
2025
Q2 		$383K Sell
3,028
-4,754
-61% -$528K 0.14% 85
2025
Q1 		$803K Buy
7,782
+1,188
+18% +$135K 0.31% 53
2024
Q4 		$767K Buy
6,594
+366
+6% +$42.6K 0.29% 56
2024
Q3 		$703K Buy
6,228
+1,952
+46% +$214K 0.27% 58
2024
Q2 		$484K Buy
4,276
+580
+16% +$61.1K 0.2% 67
2024
Q1 		$385K Buy
+3,696
New +$374K 0.17% 76
2023
Q1 		– Sell
-4,196
Closed -$261K – 124
2022
Q4 		$261K Sell
4,196
-244
-5% -$15.5K 0.12% 97
2022
Q3 		$264K Sell
4,440
-1,034
-19% -$70.6K 0.13% 93
2022
Q2 		$348K Buy
5,474
+474
+9% +$33K 0.17% 88
2022
Q1 		$397K Sell
5,000
-6,418
-56% -$504K 0.19% 88
2021
Q4 		$993K Buy
11,418
+1,268
+12% +$104K 0.47% 48
2021
Q3 		$758K Buy
10,150
+3,192
+46% +$246K 0.4% 52
2021
Q2 		$533K Sell
6,958
-2,422
-26% -$170K 0.31% 71
2021
Q1 		$613K Sell
9,380
-2,496
-21% -$165K 0.39% 60
2020
Q4 		$772K Sell
11,876
-3,200
-21% -$195K 0.49% 48
2020
Q3 		$880K Sell
15,076
-5,268
-26% -$298K 0.61% 40
2020
Q2 		$1.06M Sell
20,344
-5,412
-21% -$255K 0.8% 29
2020
Q1 		$1.03M Sell
25,756
-2,030
-7% -$92.6K 0.95% 26
2019
Q4 		$1.27M Sell
27,786
-2,940
-10% -$126K 0.99% 29
2019
Q3 		$1.24M Sell
30,726
-15,202
-33% -$608K 1.09% 26
2019
Q2 		$1.79M Sell
45,928
-31,390
-41% -$1.2M 1.44% 21
2019
Q1 		$2.86M Sell
77,318
-51,152
-40% -$1.75M 2.21% 12
2018
Q4 		$3.98M Sell
128,470
-105,286
-45% -$3.56M 2.69% 10
2018
Q3 		$8.8M Sell
233,756
-46,868
-17% -$1.72M 4.61% 3
2018
Q2 		$9.75M Sell
280,624
-130
-0% -$4.46K 5.22% 2
2018
Q1 		$9.18M Sell
280,754
-11,832
-4% -$397K 5.12% 4
2017
Q4 		$9.36M Sell
292,586
-23,962
-8% -$752K 5.26% 3
2017
Q3 		$9.35M Sell
316,548
-9,048
-3% -$261K 5.25% 2
2017
Q2 		$8.91M Buy
325,596
+16,364
+5% +$450K 5.12% 4
2017
Q1 		$8.24M Buy
309,232
+42,074
+16% +$1.08M 5.07% 2
2016
Q4 		$6.46M Buy
267,158
+52,410
+24% +$1.25M 4.47% 5
2016
Q3 		$5.13M Buy
214,748
+12,956
+6% +$301K 3.46% 9
2016
Q2 		$4.38M Buy
201,792
+35,512
+21% +$770K 3.12% 10
2016
Q1 		$3.69M Sell
166,280
-32,562
-16% -$673K 2.72% 12
2015
Q4 		$4.26M Buy
198,842
+66
+0% +$1.42K 3.18% 10
2015
Q3 		$3.93M Buy
198,776
+6,118
+3% +$126K 3.18% 10
2015
Q2 		$3.99M Sell
192,658
-9,350
-5% -$200K 3.25% 12
2015
Q1 		$4.19M Sell
202,008
-200,472
-50% -$4.18M 3.44% 12
2014
Q4 		$8.32M Buy
+402,480
New +$8.16M 3.99% 7

Other funds holding XLK

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Juncture Wealth Strategies's XLK Position: Q2 2026 in Review

Juncture Wealth Strategies reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 6.1% in Q2 2026, selling an estimated $46.8K and leaving 4,193 shares worth $799K. The position accounts for 0.21% of the portfolio, ranked #78.

Juncture Wealth Strategies first reported a position in XLK in Q4 2014 and has held it in 43 quarters since. The position peaked at $9.75M in Q2 2018. 1,047 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Juncture Wealth Strategies held 4,193 shares of State Street Technology Select Sector SPDR ETF worth $799K as of Q2 2026.
  • Juncture Wealth Strategies sold 274 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $46.8K.
  • State Street Technology Select Sector SPDR ETF made up 0.21% of Juncture Wealth Strategies's portfolio in Q2 2026, its #78 holding.
  • Juncture Wealth Strategies first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2014 and has held it in 43 quarters since.
  • Juncture Wealth Strategies's State Street Technology Select Sector SPDR ETF position peaked at $9.75M in Q2 2018.
  • 1,047 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Juncture Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.