Superior Planning, LLC’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Superior Planning, LLC’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 Q3	$333K	Buy	+1,700	New	+$314K	0.14%	117

Other funds holding XLK

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Superior Planning, LLC's XLK Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q3 2026: 1,700 shares worth $333K. The stake represents 0.14% of the portfolio and ranks #117 among its holdings.

2,126 funds tracked by Wall St. Rank hold XLK as of Q3 2026.

Superior Planning, LLC held 1,700 shares of State Street Technology Select Sector SPDR ETF worth $333K as of Q3 2026.
State Street Technology Select Sector SPDR ETF was a new Superior Planning, LLC position in Q3 2026.
State Street Technology Select Sector SPDR ETF made up 0.14% of Superior Planning, LLC's portfolio in Q3 2026, its #117 holding.
2,126 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.