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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Willis Johnson & Associates's XLK Position: Q1 2026 in Review

Willis Johnson & Associates reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 6.6% in Q1 2026, selling an estimated $15.2K and leaving 1,521 shares worth $202K. The position accounts for 0.01% of the portfolio, ranked #189.

Willis Johnson & Associates first reported a position in XLK in Q3 2025 and has held it in 3 quarters since. The position peaked at $234K in Q4 2025. 2,402 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Willis Johnson & Associates held 1,521 shares of State Street Technology Select Sector SPDR ETF worth $202K as of Q1 2026.
Willis Johnson & Associates sold 108 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $15.2K.
State Street Technology Select Sector SPDR ETF made up 0.01% of Willis Johnson & Associates's portfolio in Q1 2026, its #189 holding.
Willis Johnson & Associates first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2025 and has held it in 3 quarters since.
Willis Johnson & Associates's State Street Technology Select Sector SPDR ETF position peaked at $234K 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 Willis Johnson & Associates's 13F filing for Q1 2026, filed 23 Apr 2026.