P.J. Schmidt Investment Management (PJS)’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

P.J. Schmidt Investment Management (PJS)’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	$1.71M	Hold	8,962	–	–	0.27%	62
2026 Q1	$1.19M	Hold	8,962	–	–	0.2%	68
2025 Q4	$1.29M	Sell	8,962 -484	-5%	-$69.9K	0.21%	69
2025 Q3	$1.33M	Hold	9,446	–	–	0.22%	68
2025 Q2	$1.2M	Hold	9,446	–	–	0.21%	70
2025 Q1	$975K	Sell	9,446 -800	-8%	-$90.7K	0.18%	73
2024 Q4	$1.19M	Sell	10,246 -206	-2%	-$24K	0.21%	65
2024 Q3	$1.18M	Buy	10,452 +800	+8%	+$87.8K	0.2%	66
2024 Q2	$1.09M	Hold	9,652	–	–	0.2%	66
2024 Q1	$1.01M	Hold	9,652	–	–	0.19%	71
2023 Q4	$974K	Sell	9,652 -1,032	-10%	-$91.9K	0.19%	73
2023 Q3	$891K	Hold	10,684	–	–	0.19%	76
2023 Q2	$953K	Hold	10,684	–	–	0.19%	76
2023 Q1	$797K	Sell	10,684 -610	-5%	-$42K	0.17%	82
2022 Q4	$703K	Hold	11,294	–	–	0.16%	81
2022 Q3	$702K	Hold	11,294	–	–	0.17%	84
2022 Q2	$811K	Hold	11,294	–	–	0.18%	84
2022 Q1	$799K	Hold	11,294	–	–	0.18%	92
2021 Q4	$915K	Hold	11,294	–	–	0.18%	87
2021 Q3	$900K	Hold	11,294	–	–	0.18%	91
2021 Q2	$873K	Hold	11,294	–	–	0.17%	92
2021 Q1	$800K	Hold	11,294	–	–	0.17%	95
2020 Q4	$728K	Hold	11,294	–	–	0.16%	93
2020 Q3	$658K	Hold	11,294	–	–	0.16%	92
2020 Q2	$590K	Buy	11,294 +280	+3%	+$13.2K	0.18%	73
2020 Q1	$443K	Sell	11,014 -422	-4%	-$19.3K	0.15%	83
2019 Q4	$524K	Hold	11,436	–	–	0.14%	95
2019 Q3	$460K	Hold	11,436	–	–	0.13%	99
2019 Q2	$446K	Hold	11,436	–	–	0.13%	97
2019 Q1	$423K	Hold	11,436	–	–	0.12%	102
2018 Q4	$354K	Hold	11,436	–	–	0.12%	103
2018 Q3	$431K	Hold	11,436	–	–	0.12%	100
2018 Q2	$397K	Hold	11,436	–	–	0.12%	100
2018 Q1	$374K	Hold	11,436	–	–	0.11%	99
2017 Q4	$366K	Hold	11,436	–	–	0.1%	101
2017 Q3	$338K	Buy	+11,436	New	+$329K	0.1%	110

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

P.J. Schmidt Investment Management (PJS)'s XLK Position: Q2 2026 in Review

P.J. Schmidt Investment Management (PJS) held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 8,962 shares worth $1.71M. The position accounts for 0.27% of the portfolio, ranked #62.

P.J. Schmidt Investment Management (PJS) first reported a position in XLK in Q3 2017 and has held it in 36 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

P.J. Schmidt Investment Management (PJS) held 8,962 shares of State Street Technology Select Sector SPDR ETF worth $1.71M as of Q2 2026.
P.J. Schmidt Investment Management (PJS) left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.27% of P.J. Schmidt Investment Management (PJS)'s portfolio in Q2 2026, its #62 holding.
P.J. Schmidt Investment Management (PJS) first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2017 and has held it in 36 quarters since.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q2 2026, filed 29 Jul 2026.