Willis Johnson & Associates
XLK icon

Willis Johnson & Associates’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Willis Johnson & Associates’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 		– Sell
-1,521
Closed -$202K – 195
2026
Q1 		$202K Sell
1,521
-108
-7% -$15.2K 0.01% 189
2025
Q4 		$234K Buy
1,629
+125
+8% +$18.1K 0.01% 160
2025
Q3 		$212K Buy
+1,504
New +$199K 0.01% 175

Other funds holding XLK

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AGUR Provident & Training Funds Management
AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Willis Johnson & Associates's XLK Position: Q2 2026 in Review

Willis Johnson & Associates sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q2 2026, closing a stake of 1,521 shares — an estimated $202K sold.

Willis Johnson & Associates first reported a position in XLK in Q3 2025 and held it in 3 quarters. The position peaked at $234K in Q4 2025. 2,678 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Willis Johnson & Associates reported no remaining State Street Technology Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • Willis Johnson & Associates sold 1,521 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $202K.
  • Willis Johnson & Associates first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2025 and held it in 3 quarters.
  • Willis Johnson & Associates's State Street Technology Select Sector SPDR ETF position peaked at $234K in Q4 2025.
  • 2,678 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Willis Johnson & Associates's 13F filing for Q2 2026, filed 13 Aug 2026.