WBH Advisory’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

WBH Advisory’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	$40.3M	Buy	298,721 +9,317	+3%	+$1.31M	3.02%	5
2025 Q4	$41.7M	Buy	289,404 +17,568	+6%	+$2.54M	3.09%	5
2025 Q3	$38.3M	Buy	271,836 +13,642	+5%	+$1.81M	2.93%	5
2025 Q2	$32.7M	Buy	258,194 +9,132	+4%	+$1.01M	2.79%	5
2025 Q1	$25.7M	Sell	249,062 -10,898	-4%	-$1.24M	2.4%	7
2024 Q4	$30.2M	Buy	259,960 +9,888	+4%	+$1.15M	2.8%	4
2024 Q3	$28.2M	Buy	250,072 +2,524	+1%	+$277K	2.67%	5
2024 Q2	$28M	Buy	247,548 +1,954	+0.8%	+$206K	2.83%	5
2024 Q1	$25.6M	Buy	245,594 +8,924	+4%	+$902K	2.63%	5
2023 Q4	$22.8M	Sell	236,670 -3,156	-1%	-$281K	2.53%	5
2023 Q3	$19.7M	Buy	239,826 +2,030	+0.9%	+$174K	2.41%	5
2023 Q2	$20.7M	Sell	237,796 -8,942	-4%	-$705K	2.45%	5
2023 Q1	$18.6M	Buy	+246,738	New	+$17M	2.33%	5
2022 Q3	$13.7M	Buy	230,246 +4,910	+2%	+$335K	1.97%	8
2022 Q2	$14.8M	Sell	225,336 -24,548	-10%	-$1.71M	1.97%	8
2022 Q1	$18.4M	Sell	249,884 -33,116	-12%	-$2.6M	2.26%	5
2021 Q4	$24.6M	Buy	283,000 +12,560	+5%	+$1.03M	2.81%	4
2021 Q3	$20.2M	Buy	270,440 +95,124	+54%	+$7.34M	2.72%	4
2021 Q2	$13.5M	Buy	175,316 +9,932	+6%	+$696K	1.98%	9
2021 Q1	$11M	Sell	165,384 -638	-0.4%	-$42.1K	1.78%	10
2020 Q4	$10.9M	Buy	166,022 +4,400	+3%	+$268K	1.88%	8
2020 Q3	$9.43M	Buy	161,622 +20,098	+14%	+$1.14M	1.9%	8
2020 Q2	$7.39M	Buy	141,524 +30,192	+27%	+$1.42M	1.79%	11
2020 Q1	$4.47K	Buy	111,332 +7,846	+8%	+$358K	1.05%	20
2019 Q4	$4.74M	Sell	103,486 -12,418	-11%	-$532K	0.97%	26
2019 Q3	$4.67M	Buy	115,904 +96	+0.1%	+$3.84K	1.05%	26
2019 Q2	$4.52M	Buy	115,808 +1,070	+0.9%	+$40.8K	1.05%	24
2019 Q1	$4.25M	Buy	114,738 +1,150	+1%	+$39.3K	1.01%	25
2018 Q4	$3.52K	Sell	113,588 -2,362	-2%	-$79.9K	0.85%	26
2018 Q3	$4.37M	Sell	115,950 -3,230	-3%	-$118K	1.06%	20
2018 Q2	$4.14M	Buy	119,180 +5,100	+4%	+$175K	1.07%	21
2018 Q1	$3.73M	Buy	114,080 +1,142	+1%	+$38.4K	1.01%	22
2017 Q4	$3.61M	Buy	112,938 +52	+0%	+$1.63K	0.96%	23
2017 Q3	$3.33M	Buy	112,886 +696	+0.6%	+$20.1K	0.93%	26
2017 Q2	$3.07M	Buy	112,190 +2,582	+2%	+$71K	0.86%	26
2017 Q1	$2.92M	Buy	109,608 +33,492	+44%	+$863K	0.88%	28
2016 Q4	$1.84M	Sell	76,116 -28	-0%	-$668	0.61%	42
2016 Q3	$1.82M	Buy	76,144 +6,208	+9%	+$144K	0.62%	45
2016 Q2	$1.52M	Sell	69,936 -6,238	-8%	-$135K	0.59%	46
2016 Q1	$1.69M	Buy	76,174 +6,340	+9%	+$131K	0.57%	41
2015 Q4	$1.5K	Buy	69,834 +1,480	+2%	+$31.9K	0.52%	42
2015 Q3	$1.35M	Sell	68,354 -34,512	-34%	-$711K	0.56%	46
2015 Q2	$2.13M	Buy	102,866 +462	+0.5%	+$9.86K	0.84%	25
2015 Q1	$2.12K	Buy	+102,404	New	+$2.13M	0.6%	29