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

WJ Financial Advisors’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	$1.32M	Sell	6,929 -387	-5%	-$66.1K	0.97%	31
2026 Q1	$972K	Hold	7,316	–	–	0.79%	35
2025 Q4	$1.05M	Hold	7,316	–	–	0.94%	31
2025 Q3	$1.03M	Buy	+7,316	New	+$969K	1%	28

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

WJ Financial Advisors's XLK Position: Q2 2026 in Review

WJ Financial Advisors reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 5.3% in Q2 2026, selling an estimated $66.1K and leaving 6,929 shares worth $1.32M. The position accounts for 0.97% of the portfolio, ranked #31.

WJ Financial Advisors first reported a position in XLK in Q3 2025 and has held it in 4 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

WJ Financial Advisors held 6,929 shares of State Street Technology Select Sector SPDR ETF worth $1.32M as of Q2 2026.
WJ Financial Advisors sold 387 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $66.1K.
State Street Technology Select Sector SPDR ETF made up 0.97% of WJ Financial Advisors's portfolio in Q2 2026, its #31 holding.
WJ Financial Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2025 and has held it in 4 quarters since.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on WJ Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.