Winch Advisory Services’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Winch Advisory Services’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	$374K	Buy	1,965 +2	+0.1%	+$342	0.08%	85
2026 Q1	$261K	Buy	1,963 +1	+0.1%	+$141	0.06%	93
2025 Q4	$282K	Buy	1,962 +2	+0.1%	+$289	0.06%	88
2025 Q3	$276K	Buy	1,960 +2	+0.1%	+$265	0.06%	88
2025 Q2	$248K	Buy	1,958 +2	+0.1%	+$222	0.06%	88
2025 Q1	$202K	Buy	1,956 +2	+0.1%	+$227	0.05%	91
2024 Q4	$227K	Buy	1,954 +260	+15%	+$30.2K	0.06%	85
2024 Q3	$191K	Buy	1,694 +4	+0.2%	+$439	0.05%	92
2024 Q2	$191K	Buy	1,690 +158	+10%	+$16.6K	0.05%	88
2024 Q1	$160K	Hold	1,532	–	–	0.05%	91
2023 Q4	$147K	Buy	1,532 +384	+33%	+$34.2K	0.05%	89
2023 Q3	$94K	Buy	1,148 +2	+0.2%	+$172	0.03%	105
2023 Q2	$100K	Buy	1,146 +2	+0.2%	+$158	0.04%	101
2023 Q1	$86K	Buy	1,144 +2	+0.2%	+$138	0.03%	105
2022 Q4	$71K	Buy	1,142 +2	+0.2%	+$127	0.03%	112
2022 Q3	$68K	Buy	1,140 +4	+0.4%	+$273	0.03%	100
2022 Q2	$72K	Hold	1,136	–	–	0.03%	103
2022 Q1	$90K	Buy	1,136 +2	+0.2%	+$157	0.03%	100
2021 Q4	$99K	Hold	1,134	–	–	0.03%	95
2021 Q3	$85K	Buy	1,134 +166	+17%	+$12.8K	0.03%	101
2021 Q2	$71K	Buy	968 +2	+0.2%	+$140	0.03%	111
2021 Q1	$64K	Buy	966 +30	+3%	+$1.98K	0.03%	108
2020 Q4	$61K	Buy	936 +2	+0.2%	+$122	0.03%	90
2020 Q3	$55K	Buy	934 +2	+0.2%	+$113	0.02%	89
2020 Q2	$49K	Buy	932 +2	+0.2%	+$94	0.02%	93
2020 Q1	$37K	Buy	930 +4	+0.4%	+$183	0.02%	101
2019 Q4	$42K	Buy	926 +4	+0.4%	+$171	0.02%	123
2019 Q3	$37K	Buy	922 +2	+0.2%	+$80	0.02%	121
2019 Q2	$36K	Buy	920 +98	+12%	+$3.74K	0.02%	125
2019 Q1	$30K	Buy	+822	New	+$28.1K	0.02%	137
2016 Q4	–	Sell	-2,612	Closed	-$62K	–	304
2016 Q3	$62K	Sell	2,612 -28	-1%	-$651	0.05%	86
2016 Q2	$57K	Buy	2,640 +2,398	+991%	+$52K	0.07%	73
2016 Q1	$5K	Sell	242 -148,134	-100%	-$3.06M	0.01%	157
2015 Q4	$3.18M	Sell	148,376 -4,236	-3%	-$91.2K	3.6%	12
2015 Q3	$3.01M	Buy	152,612 +137,788	+929%	+$2.84M	4.4%	6
2015 Q2	$307K	Buy	14,824 +14,640	+7,957%	+$312K	0.17%	84
2015 Q1	$4K	Buy	+184	New	+$3.83K	﹤0.01%	211
2014 Q4	–	Sell	-127,664	Closed	-$2.55M	–	182
2014 Q3	$2.55M	Sell	127,664 -35,002	-22%	-$693K	1.63%	19
2014 Q2	$3.12M	Buy	162,666 +115,606	+246%	+$2.14M	1.83%	15
2014 Q1	$855K	Buy	+47,060	New	+$840K	0.54%	40

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Winch Advisory Services's XLK Position: Q2 2026 in Review

Winch Advisory Services increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.1% in Q2 2026, buying an estimated $342 and bringing the position to 1,965 shares worth $374K. The position accounts for 0.08% of the portfolio, ranked #85.

Winch Advisory Services first reported a position in XLK in Q1 2014 and has held it in 40 quarters since. The position peaked at $3.18M in Q4 2015. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Winch Advisory Services held 1,965 shares of State Street Technology Select Sector SPDR ETF worth $374K as of Q2 2026.
Winch Advisory Services bought 2 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $342.
State Street Technology Select Sector SPDR ETF made up 0.08% of Winch Advisory Services's portfolio in Q2 2026, its #85 holding.
Winch Advisory Services first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2014 and has held it in 40 quarters since.
Winch Advisory Services's State Street Technology Select Sector SPDR ETF position peaked at $3.18M in Q4 2015.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.