Kohmann Bosshard Financial Services’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Kohmann Bosshard Financial Services’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	$1.45M	Hold	7,618	–	–	0.12%	64
2026 Q1	$1.01M	Hold	7,618	–	–	0.1%	83
2025 Q4	$1.1M	Sell	7,618 -14	-0.2%	-$2.02K	0.1%	89
2025 Q3	$1.08M	Buy	7,632 +14	+0.2%	+$1.85K	0.11%	84
2025 Q2	$965K	Hold	7,618	–	–	0.11%	81
2025 Q1	$786K	Hold	7,618	–	–	0.09%	96
2024 Q4	$886K	Hold	7,618	–	–	0.11%	82
2024 Q3	$860K	Sell	7,618 -76	-1%	-$8.34K	0.11%	82
2024 Q2	$870K	Sell	7,694 -12	-0.2%	-$1.26K	0.12%	79
2024 Q1	$802K	Hold	7,706	–	–	0.11%	85
2023 Q4	$742K	Hold	7,706	–	–	0.11%	84
2023 Q3	$632K	Sell	7,706 -22	-0.3%	-$1.89K	0.11%	84
2023 Q2	$672K	Buy	+7,728	New	+$609K	0.12%	85

Other funds holding XLK

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Kohmann Bosshard Financial Services's XLK Position: Q2 2026 in Review

Kohmann Bosshard Financial Services held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 7,618 shares worth $1.45M. The position accounts for 0.12% of the portfolio, ranked #64.

Kohmann Bosshard Financial Services first reported a position in XLK in Q2 2023 and has held it in 13 quarters since. 1,047 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Kohmann Bosshard Financial Services held 7,618 shares of State Street Technology Select Sector SPDR ETF worth $1.45M as of Q2 2026.
Kohmann Bosshard Financial Services left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.12% of Kohmann Bosshard Financial Services's portfolio in Q2 2026, its #64 holding.
Kohmann Bosshard Financial Services first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2023 and has held it in 13 quarters since.
1,047 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.