Goelzer Investment Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Goelzer Investment Management’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	$1.74M	Buy	9,136 +380	+4%	+$64.9K	0.08%	143
2026 Q1	$1.16M	Buy	8,756 +4,310	+97%	+$607K	0.06%	163
2025 Q4	$640K	Sell	4,446 -514	-10%	-$74.2K	0.03%	195
2025 Q3	$699K	Buy	4,960 +76	+2%	+$10.1K	0.04%	168
2025 Q2	$618K	Sell	4,884 -440	-8%	-$48.8K	0.03%	176
2025 Q1	$550K	Hold	5,324	–	–	0.03%	173
2024 Q4	$619K	Sell	5,324 -64	-1%	-$7.45K	0.04%	165
2024 Q3	$608K	Sell	5,388 -408	-7%	-$44.8K	0.03%	162
2024 Q2	$656K	Hold	5,796	–	–	0.04%	156
2024 Q1	$604K	Sell	5,796 -630	-10%	-$63.7K	0.03%	171
2023 Q4	$618K	Buy	6,426 +842	+15%	+$75K	0.04%	165
2023 Q3	$458K	Sell	5,584 -1,460	-21%	-$125K	0.03%	179
2023 Q2	$612K	Sell	7,044 -20	-0.3%	-$1.58K	0.05%	160
2023 Q1	$533K	Sell	7,064 -544	-7%	-$37.4K	0.05%	174
2022 Q4	$473K	Sell	7,608 -856	-10%	-$54.4K	0.04%	190
2022 Q3	$503K	Buy	8,464 +760	+10%	+$51.9K	0.05%	175
2022 Q2	$490K	Sell	7,704 -146	-2%	-$10.2K	0.05%	176
2022 Q1	$624K	Buy	7,850 +4	+0.1%	+$314	0.05%	163
2021 Q4	$682K	Buy	7,846 +796	+11%	+$65.6K	0.06%	165
2021 Q3	$526K	Sell	7,050 -26	-0.4%	-$2.01K	0.05%	172
2021 Q2	$522K	Buy	7,076 +58	+0.8%	+$4.06K	0.04%	177
2021 Q1	$466K	Sell	7,018 -486	-6%	-$32.1K	0.04%	178
2020 Q4	$488K	Hold	7,504	–	–	0.04%	171
2020 Q3	$438K	Sell	7,504 -458	-6%	-$25.9K	0.04%	203
2020 Q2	$416K	Sell	7,962 -2,606	-25%	-$123K	0.04%	196
2020 Q1	$425K	Sell	10,568 -48	-0.5%	-$2.19K	0.05%	197
2019 Q4	$487K	Sell	10,616 -2,498	-19%	-$107K	0.04%	196
2019 Q3	$528K	Sell	13,114 -96	-0.7%	-$3.84K	0.05%	187
2019 Q2	$515K	Hold	13,210	–	–	0.05%	194
2019 Q1	$489K	Hold	13,210	–	–	0.05%	212
2018 Q4	$409K	Sell	13,210 -1,346	-9%	-$45.5K	0.05%	170
2018 Q3	$548K	Sell	14,556 -84	-0.6%	-$3.08K	0.06%	166
2018 Q2	$509K	Sell	14,640 -1,008	-6%	-$34.6K	0.06%	166
2018 Q1	$512K	Hold	15,648	–	–	0.06%	164
2017 Q4	$500K	Buy	15,648 +1,762	+13%	+$55.3K	0.06%	166
2017 Q3	$410K	Sell	13,886 -312	-2%	-$8.99K	0.05%	168
2017 Q2	$388K	Buy	14,198 +112	+0.8%	+$3.08K	0.05%	166
2017 Q1	$375K	Sell	14,086 -416	-3%	-$10.7K	0.05%	166
2016 Q4	$351K	Sell	14,502 -1,098	-7%	-$26.2K	0.05%	174
2016 Q3	$373K	Hold	15,600	–	–	0.05%	174
2016 Q2	$338K	Hold	15,600	–	–	0.05%	176
2016 Q1	$346K	Sell	15,600 -2,028	-12%	-$41.9K	0.05%	174
2015 Q4	$378K	Sell	17,628 -1,328	-7%	-$28.6K	0.06%	173
2015 Q3	$374K	Sell	18,956 -23,078	-55%	-$475K	0.06%	167
2015 Q2	$870K	Sell	42,034 -6,880	-14%	-$147K	0.13%	149
2015 Q1	$1.01M	Sell	48,914 -3,236	-6%	-$67.4K	0.15%	143
2014 Q4	$1.08M	Sell	52,150 -5,170	-9%	-$105K	0.16%	141
2014 Q3	$1.14M	Sell	57,320 -714	-1%	-$14.1K	0.19%	135
2014 Q2	$1.11M	Sell	58,034 -7,584	-12%	-$140K	0.18%	135
2014 Q1	$1.19M	Buy	65,618 +854	+1%	+$15.3K	0.21%	133
2013 Q4	$1.16M	Sell	64,764 -960	-1%	-$16.3K	0.21%	134
2013 Q3	$1.05M	Sell	65,724 -75,536	-53%	-$1.2M	0.21%	130
2013 Q2	$2.16M	Buy	+141,260	New	+$2.19M	0.23%	130

Other funds holding XLK

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

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

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

LFS

Lighthouse Financial Services Brea, California $476M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Goelzer Investment Management's XLK Position: Q2 2026 in Review

Goelzer Investment Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 4.3% in Q2 2026, buying an estimated $64.9K and bringing the position to 9,136 shares worth $1.74M. The position accounts for 0.08% of the portfolio, ranked #143.

Goelzer Investment Management first reported a position in XLK in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.16M in Q2 2013. 955 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Goelzer Investment Management held 9,136 shares of State Street Technology Select Sector SPDR ETF worth $1.74M as of Q2 2026.
Goelzer Investment Management bought 380 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $64.9K.
State Street Technology Select Sector SPDR ETF made up 0.08% of Goelzer Investment Management's portfolio in Q2 2026, its #143 holding.
Goelzer Investment Management first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2013 and has held it in 53 quarters since.
Goelzer Investment Management's State Street Technology Select Sector SPDR ETF position peaked at $2.16M in Q2 2013.
955 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.