WH
XLK icon

Willner & Heller’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Willner & Heller’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 		$433K Sell
2,273
-5
-0.2% -$854 0.27% 104
2026
Q1 		$303K Buy
2,278
+2
+0.1% +$282 0.23% 129
2025
Q4 		$328K Buy
2,276
+2
+0.1% +$289 0.24% 123
2025
Q3 		$321K Buy
2,274
+2
+0.1% +$265 0.25% 117
2025
Q2 		$288K Sell
2,272
-148
-6% -$16.4K 0.24% 121
2025
Q1 		$250K Sell
2,420
-64
-3% -$7.26K 0.23% 130
2024
Q4 		$289K Sell
2,484
-28
-1% -$3.26K 0.25% 120
2024
Q3 		$284K Sell
2,512
-16
-0.6% -$1.76K 0.25% 123
2024
Q2 		$286K Buy
2,528
+64
+3% +$6.74K 0.27% 117
2024
Q1 		$257K Buy
2,464
+214
+10% +$21.6K 0.26% 123
2023
Q4 		$217K Buy
+2,250
New +$200K 0.24% 124
2022
Q2 		– Sell
-2,446
Closed -$213K – 140
2022
Q1 		$213K Buy
+2,446
New +$192K 0.26% 135

Other funds holding XLK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Willner & Heller's XLK Position: Q2 2026 in Review

Willner & Heller reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.22% in Q2 2026, selling an estimated $854 and leaving 2,273 shares worth $433K. The position accounts for 0.27% of the portfolio, ranked #104.

Willner & Heller first reported a position in XLK in Q1 2022 and has held it in 12 quarters since. 522 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Willner & Heller held 2,273 shares of State Street Technology Select Sector SPDR ETF worth $433K as of Q2 2026.
  • Willner & Heller sold 5 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $854.
  • State Street Technology Select Sector SPDR ETF made up 0.27% of Willner & Heller's portfolio in Q2 2026, its #104 holding.
  • Willner & Heller first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2022 and has held it in 12 quarters since.
  • 522 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Willner & Heller's 13F filing for Q2 2026, filed 7 Jul 2026.