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Wilson & Boucher Capital Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Wilson & Boucher Capital Management’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 		$1.87M Hold
14,086
– – 1.24% 22
2025
Q4 		$2.03M Sell
14,086
-360
-2% -$52K 1.33% 19
2025
Q3 		$2.04M Buy
14,446
+818
+6% +$108K 1.34% 18
2025
Q2 		$1.73M Buy
13,628
+1,134
+9% +$126K 1.2% 19
2025
Q1 		$1.29M Buy
12,494
+424
+4% +$48.1K 0.96% 29
2024
Q4 		$1.4M Buy
12,070
+320
+3% +$37.2K 0.99% 25
2024
Q3 		$1.33M Buy
11,750
+992
+9% +$109K 0.91% 29
2024
Q2 		$1.22M Buy
10,758
+1,620
+18% +$171K 0.93% 29
2024
Q1 		$952K Sell
9,138
-480
-5% -$48.5K 0.75% 38
2023
Q4 		$926K Buy
9,618
+550
+6% +$49K 0.78% 39
2023
Q3 		$743K Buy
9,068
+1,030
+13% +$88.3K 0.71% 45
2023
Q2 		$699K Buy
8,038
+248
+3% +$19.5K 0.63% 47
2023
Q1 		$588K Buy
7,790
+200
+3% +$13.8K 0.57% 53
2022
Q4 		$472K Buy
7,590
+340
+5% +$21.6K 0.48% 60
2022
Q3 		$431K Buy
7,250
+310
+4% +$21.2K 0.5% 58
2022
Q2 		$441K Buy
6,940
+100
+1% +$6.97K 0.48% 62
2022
Q1 		$544K Buy
6,840
+1,270
+23% +$99.7K 0.49% 60
2021
Q4 		$484K Buy
+5,570
New +$459K 0.44% 68

Other funds holding XLK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wilson & Boucher Capital Management's XLK Position: Q1 2026 in Review

Wilson & Boucher Capital Management held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q1 2026 at 14,086 shares worth $1.87M. The position accounts for 1.24% of the portfolio, ranked #22.

Wilson & Boucher Capital Management first reported a position in XLK in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.04M in Q3 2025. 2,407 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

  • Wilson & Boucher Capital Management held 14,086 shares of State Street Technology Select Sector SPDR ETF worth $1.87M as of Q1 2026.
  • Wilson & Boucher Capital Management left its State Street Technology Select Sector SPDR ETF share count unchanged in Q1 2026.
  • State Street Technology Select Sector SPDR ETF made up 1.24% of Wilson & Boucher Capital Management's portfolio in Q1 2026, its #22 holding.
  • Wilson & Boucher Capital Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and has held it in 18 quarters since.
  • Wilson & Boucher Capital Management's State Street Technology Select Sector SPDR ETF position peaked at $2.04M in Q3 2025.
  • 2,407 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Wilson & Boucher Capital Management's 13F filing for Q1 2026, filed 18 May 2026.