Goepper Burkhardt’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Goepper Burkhardt’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	$3.35M	Sell	17,581 -72	-0.4%	-$12.3K	1.01%	21
2026 Q1	$2.35M	Buy	17,653 +610	+4%	+$86K	0.78%	25
2025 Q4	$2.45M	Buy	17,043 +4,647	+37%	+$671K	0.8%	24
2025 Q3	$1.75M	Buy	12,396 +7,724	+165%	+$1.02M	0.6%	24
2025 Q2	$592K	Sell	4,672 -120	-3%	-$13.3K	0.22%	51
2025 Q1	$495K	Buy	4,792 +276	+6%	+$31.3K	0.2%	59
2024 Q4	$525K	Hold	4,516	–	–	0.21%	49
2024 Q3	$510K	Hold	4,516	–	–	0.21%	50
2024 Q2	$511K	Hold	4,516	–	–	0.23%	47
2024 Q1	$464K	Sell	4,516 -200	-4%	-$20.2K	0.22%	50
2023 Q4	$490K	Buy	4,716 +26	+0.6%	+$2.31K	0.24%	46
2023 Q3	$384K	Hold	4,690	–	–	0.23%	44
2023 Q2	$408K	Hold	4,690	–	–	0.25%	42
2023 Q1	$354K	Hold	4,690	–	–	0.23%	42
2022 Q4	$292K	Sell	4,690 -104	-2%	-$6.61K	0.2%	47
2022 Q3	$285K	Sell	4,794 -344	-7%	-$23.5K	0.21%	44
2022 Q2	$327K	Sell	5,138 -700	-12%	-$48.8K	0.23%	44
2022 Q1	$464K	Buy	5,838 +344	+6%	+$27K	0.28%	38
2021 Q4	$478K	Buy	5,494 +104	+2%	+$8.56K	0.28%	37
2021 Q3	$402K	Hold	5,390	–	–	0.26%	40
2021 Q2	$398K	Hold	5,390	–	–	0.25%	39
2021 Q1	$358K	Buy	5,390 +100	+2%	+$6.6K	0.24%	42
2020 Q4	$344K	Buy	+5,290	New	+$322K	0.25%	43

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

Goepper Burkhardt's XLK Position: Q2 2026 in Review

Goepper Burkhardt reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.41% in Q2 2026, selling an estimated $12.3K and leaving 17,581 shares worth $3.35M. The position accounts for 1.01% of the portfolio, ranked #21.

Goepper Burkhardt first reported a position in XLK in Q4 2020 and has held it in 23 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Goepper Burkhardt held 17,581 shares of State Street Technology Select Sector SPDR ETF worth $3.35M as of Q2 2026.
Goepper Burkhardt sold 72 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $12.3K.
State Street Technology Select Sector SPDR ETF made up 1.01% of Goepper Burkhardt's portfolio in Q2 2026, its #21 holding.
Goepper Burkhardt first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2020 and has held it in 23 quarters since.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Goepper Burkhardt's 13F filing for Q2 2026, filed 10 Aug 2026.