Winthrop Advisory Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Winthrop Advisory Group’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	$1.76M	Buy	9,232 +2,409	+35%	+$412K	0.12%	66
2026 Q1	$907K	Buy	6,823 +838	+14%	+$118K	0.07%	79
2025 Q4	$862K	Sell	5,985 -305	-5%	-$44K	0.07%	77
2025 Q3	$886K	Sell	6,290 -62	-1%	-$8.21K	0.08%	73
2025 Q2	$804K	Buy	6,352 +984	+18%	+$109K	0.08%	76
2025 Q1	$554K	Sell	5,368 -1,262	-19%	-$143K	0.07%	85
2024 Q4	$771K	Buy	6,630 +1,346	+25%	+$157K	0.09%	73
2024 Q3	$596K	Sell	5,284 -139,846	-96%	-$15.4M	0.07%	78
2024 Q2	$6.61M	Buy	145,130 +141,090	+3,492%	+$14.9M	0.9%	20
2024 Q1	$421K	Sell	4,040 -18	-0.4%	-$1.82K	0.06%	93
2023 Q4	$390K	Sell	4,058 -1,578	-28%	-$140K	0.06%	92
2023 Q3	$462K	Sell	5,636 -130	-2%	-$11.1K	0.08%	77
2023 Q2	$501K	Sell	5,766 -356	-6%	-$28.1K	0.08%	74
2023 Q1	$462K	Sell	6,122 -48	-0.8%	-$3.3K	0.08%	73
2022 Q4	$384K	Buy	6,170 +6	+0.1%	+$381	0.07%	83
2022 Q3	$366K	Sell	6,164 -468	-7%	-$31.9K	0.08%	72
2022 Q2	$422K	Sell	6,632 -694	-9%	-$48.3K	0.1%	69
2022 Q1	$582K	Sell	7,326 -146	-2%	-$11.5K	0.12%	60
2021 Q4	$650K	Sell	7,472 -10	-0.1%	-$824	0.13%	56
2021 Q3	$559K	Sell	7,482 -112	-1%	-$8.64K	0.12%	55
2021 Q2	$560K	Sell	7,594 -150	-2%	-$10.5K	0.13%	56
2021 Q1	$515K	Sell	7,744 -816	-10%	-$53.9K	0.13%	59
2020 Q4	$557K	Buy	8,560 +3,212	+60%	+$196K	0.15%	57
2020 Q3	$315K	Buy	+5,348	New	+$302K	0.1%	80

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

Winthrop Advisory Group's XLK Position: Q2 2026 in Review

Winthrop Advisory Group increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 35% in Q2 2026, buying an estimated $412K and bringing the position to 9,232 shares worth $1.76M. The position accounts for 0.12% of the portfolio, ranked #66.

Winthrop Advisory Group first reported a position in XLK in Q3 2020 and has held it in 24 quarters since. The position peaked at $6.61M in Q2 2024. 2,654 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Winthrop Advisory Group held 9,232 shares of State Street Technology Select Sector SPDR ETF worth $1.76M as of Q2 2026.
Winthrop Advisory Group bought 2,409 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $412K.
State Street Technology Select Sector SPDR ETF made up 0.12% of Winthrop Advisory Group's portfolio in Q2 2026, its #66 holding.
Winthrop Advisory Group first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2020 and has held it in 24 quarters since.
Winthrop Advisory Group's State Street Technology Select Sector SPDR ETF position peaked at $6.61M in Q2 2024.
2,654 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Winthrop Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.