WBH Advisory’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $54.3M | Sell |
285,011
-13,710
| -5% | -$2.34M | 3.65% | 5 |
|
|
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 | $4.47M | 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 | $3.52M | 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 | $1.5M | 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 | $2.12M | Buy |
+102,404
| New | +$2.13M | 0.6% | 29 |
|
Other funds holding XLK
APTFM
WBH Advisory's XLK Position: Q2 2026 in Review
WBH Advisory reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 4.6% in Q2 2026, selling an estimated $2.34M and leaving 285,011 shares worth $54.3M. The position accounts for 3.65% of the portfolio, ranked #5.
WBH Advisory first reported a position in XLK in Q1 2015 and has held it in 45 quarters since. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.
- WBH Advisory held 285,011 shares of State Street Technology Select Sector SPDR ETF worth $54.3M as of Q2 2026.
- WBH Advisory sold 13,710 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $2.34M.
- State Street Technology Select Sector SPDR ETF made up 3.65% of WBH Advisory's portfolio in Q2 2026, its #5 holding.
- WBH Advisory first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2015 and has held it in 45 quarters since.
- 2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.
Based on WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.