SEC 13F Intelligence

Jessup Wealth Management, Inc / XLK

Jessup Wealth Management, Inc’s Select Sector Spdr Tr Position

Does Jessup Wealth Management, Inc own Select Sector Spdr Tr (XLK)? Yes — 40.5K shares worth $5M (+1.97% of its 13F portfolio) as of Q1 2026, up from 39.4K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
40.5K
% of Portfolio
+1.97%
Quarters Held
4
currently held

Position History XLK

Reported value by quarter
Q2 ’25: $5MQ2 ’25Q3 ’25: $5MQ3 ’25Q4 ’25: $6MQ4 ’25Q1 ’26: $5MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202640.5K$5M+1.97%
Q4 202539.4K$6M+1.87%
Q3 202519.0K$5M+2.00%
Q2 202518.6K$5M+1.89%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Jessup Wealth Management, Inc’s full portfolio or all institutional holders of XLK.