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 Q2	$2.68M	Sell	14,056 -30	-0.2%	-$5.13K	1.57%	15
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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wilson & Boucher Capital Management's XLK Position: Q2 2026 in Review

Wilson & Boucher Capital Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.21% in Q2 2026, selling an estimated $5.13K and leaving 14,056 shares worth $2.68M. The position accounts for 1.57% of the portfolio, ranked #15.

Wilson & Boucher Capital Management first reported a position in XLK in Q4 2021 and has held it in 19 quarters since. 2,669 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Wilson & Boucher Capital Management held 14,056 shares of State Street Technology Select Sector SPDR ETF worth $2.68M as of Q2 2026.
Wilson & Boucher Capital Management sold 30 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $5.13K.
State Street Technology Select Sector SPDR ETF made up 1.57% of Wilson & Boucher Capital Management's portfolio in Q2 2026, its #15 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 19 quarters since.
2,669 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Wilson & Boucher Capital Management's 13F filing for Q2 2026, filed 19 Aug 2026.