WoodTrust Financial’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

WoodTrust Financial’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	$411K	Hold	2,156	–	–	0.05%	127
2026 Q1	$287K	Hold	2,156	–	–	0.04%	148
2025 Q4	$310K	Hold	2,156	–	–	0.04%	151
2025 Q3	$304K	Buy	+2,156	New	+$286K	0.04%	148
2025 Q2	–	Sell	-2,156	Closed	-$223K	–	172
2025 Q1	$223K	Sell	2,156 -514	-19%	-$58.3K	0.03%	156
2024 Q4	$310K	Hold	2,670	–	–	0.04%	144
2024 Q3	$301K	Hold	2,670	–	–	0.04%	147
2024 Q2	$302K	Buy	+2,670	New	+$281K	0.05%	142
2024 Q1	–	Sell	-3,848	Closed	-$370K	–	197
2023 Q4	$370K	Buy	+3,848	New	+$343K	0.06%	120

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

WoodTrust Financial's XLK Position: Q2 2026 in Review

WoodTrust Financial held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 2,156 shares worth $411K. The position accounts for 0.05% of the portfolio, ranked #127.

WoodTrust Financial first reported a position in XLK in Q4 2023 and has held it in 9 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

WoodTrust Financial held 2,156 shares of State Street Technology Select Sector SPDR ETF worth $411K as of Q2 2026.
WoodTrust Financial left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.05% of WoodTrust Financial's portfolio in Q2 2026, its #127 holding.
WoodTrust Financial first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2023 and has held it in 9 quarters since.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on WoodTrust Financial's 13F filing for Q2 2026, filed 27 Jul 2026.