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Johnson Financial Group Inc (Wisconsin)’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
Q1 		$2.64M Sell
19,878
-1,078
-5% -$152K 0.1% 109
2025
Q4 		$3.02M Sell
20,956
-22
-0.1% -$3.18K 0.11% 95
2025
Q3 		$2.96M Sell
20,978
-746
-3% -$98.8K 0.11% 100
2025
Q2 		$2.75M Sell
21,724
-288
-1% -$32K 0.12% 92
2025
Q1 		$2.27M Sell
22,012
-232
-1% -$26.3K 0.11% 100
2024
Q4 		$2.57M Buy
22,244
+422
+2% +$49.1K 0.12% 94
2024
Q3 		$2.46M Sell
21,822
-3,260
-13% -$358K 0.11% 99
2024
Q2 		$2.84M Buy
25,082
+16,112
+180% +$1.7M 0.14% 91
2024
Q1 		$934K Buy
8,970
+510
+6% +$51.6K 0.05% 124
2023
Q4 		$814K Buy
8,460
+1,414
+20% +$126K 0.04% 133
2023
Q3 		$578K Sell
7,046
-78
-1% -$6.69K 0.04% 160
2023
Q2 		$619K Buy
7,124
+92
+1% +$7.25K 0.04% 163
2023
Q1 		$531K Sell
7,032
-23,222
-77% -$1.6M 0.04% 177
2022
Q4 		$1.88M Buy
30,254
+25,532
+541% +$1.62M 0.15% 66
2022
Q3 		$295K Buy
4,722
+3,100
+191% +$212K 0.03% 199
2022
Q2 		$103K Sell
1,622
-92
-5% -$6.41K 0.01% 318
2022
Q1 		$136K Sell
1,714
-148
-8% -$11.6K 0.01% 313
2021
Q4 		$162K Buy
1,862
+550
+42% +$45.3K 0.01% 299
2021
Q3 		$98K Hold
1,312
– – 0.01% 332
2021
Q2 		$97K Sell
1,312
-500
-28% -$35K 0.01% 345
2021
Q1 		$120K Sell
1,812
-670
-27% -$44.2K 0.01% 314
2020
Q4 		$161K Buy
2,482
+1,470
+145% +$89.5K 0.01% 221
2020
Q3 		$59K Sell
1,012
-1,214
-55% -$68.6K 0.01% 273
2020
Q2 		$116K Sell
2,226
-2,210
-50% -$104K 0.01% 207
2020
Q1 		$178K Sell
4,436
-8,572
-66% -$391K 0.02% 196
2019
Q4 		$596K Sell
13,008
-4,526
-26% -$194K 0.05% 130
2019
Q3 		$706K Sell
17,534
-2,552
-13% -$102K 0.06% 145
2019
Q2 		$784K Sell
20,086
-12,534
-38% -$478K 0.07% 138
2019
Q1 		$1.21M Sell
32,620
-14,000
-30% -$479K 0.11% 113
2018
Q4 		$1.45M Buy
46,620
+10,576
+29% +$358K 0.15% 95
2018
Q3 		$1.36M Buy
36,044
+610
+2% +$22.4K 0.14% 106
2018
Q2 		$1.23M Buy
35,434
+24,662
+229% +$846K 0.14% 110
2018
Q1 		$352K Sell
10,772
-15,310
-59% -$514K 0.04% 188
2017
Q4 		$834K Buy
26,082
+15,268
+141% +$479K 0.1% 137
2017
Q3 		$320K Sell
10,814
-204
-2% -$5.88K 0.04% 196
2017
Q2 		$301K Buy
11,018
+3,866
+54% +$106K 0.04% 202
2017
Q1 		$191K Sell
7,152
-768
-10% -$19.8K 0.02% 258
2016
Q4 		$192K Buy
7,920
+2,686
+51% +$64.1K 0.03% 268
2016
Q3 		$125K Sell
5,234
-400
-7% -$9.29K 0.02% 313
2016
Q2 		$122K Sell
5,634
-9,200
-62% -$200K 0.02% 335
2016
Q1 		$329K Sell
14,834
-72,208
-83% -$1.49M 0.07% 206
2015
Q4 		$1.86M Buy
87,042
+27,680
+47% +$596K 0.39% 62
2015
Q3 		$1.17M Buy
59,362
+49,478
+501% +$1.02M 0.26% 91
2015
Q2 		$204K Sell
9,884
-5,250
-35% -$112K 0.04% 251
2015
Q1 		$313K Sell
15,134
-6,986
-32% -$146K 0.07% 219
2014
Q4 		$457K Buy
22,120
+17,920
+427% +$363K 0.11% 157
2014
Q3 		$84K Hold
4,200
– – 0.02% 363
2014
Q2 		$81K Sell
4,200
-400
-9% -$7.4K 0.02% 383
2014
Q1 		$84K Hold
4,600
– – 0.02% 299
2013
Q4 		$82K Buy
+4,600
New +$78K 0.02% 306

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Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s XLK Position: Q1 2026 in Review

Johnson Financial Group Inc (Wisconsin) reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 5.1% in Q1 2026, selling an estimated $152K and leaving 19,878 shares worth $2.64M. The position accounts for 0.1% of the portfolio, ranked #109.

Johnson Financial Group Inc (Wisconsin) first reported a position in XLK in Q4 2013 and has held it in 50 quarters since. The position peaked at $3.02M in Q4 2025. 2,402 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

  • Johnson Financial Group Inc (Wisconsin) held 19,878 shares of State Street Technology Select Sector SPDR ETF worth $2.64M as of Q1 2026.
  • Johnson Financial Group Inc (Wisconsin) sold 1,078 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $152K.
  • State Street Technology Select Sector SPDR ETF made up 0.1% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q1 2026, its #109 holding.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2013 and has held it in 50 quarters since.
  • Johnson Financial Group Inc (Wisconsin)'s State Street Technology Select Sector SPDR ETF position peaked at $3.02M in Q4 2025.
  • 2,402 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2026, filed 7 May 2026.