Asset Planning Services Inc’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Asset Planning Services Inc’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 Q1	$412K	Hold	3,100	–	–	0.18%	32
2025 Q4	$446K	Hold	3,100	–	–	0.2%	31
2025 Q3	$437K	Hold	3,100	–	–	0.18%	32
2025 Q2	$393K	Hold	3,100	–	–	0.18%	32
2025 Q1	$320K	Hold	3,100	–	–	0.16%	32
2024 Q4	$360K	Hold	3,100	–	–	0.18%	33
2024 Q3	$350K	Hold	3,100	–	–	0.17%	32
2024 Q2	$351K	Hold	3,100	–	–	0.19%	33
2024 Q1	$323K	Hold	3,100	–	–	0.18%	33
2023 Q4	$298K	Hold	3,100	–	–	0.18%	34
2023 Q3	$254K	Hold	3,100	–	–	0.17%	33
2023 Q2	$269K	Hold	3,100	–	–	0.17%	36
2023 Q1	$234K	Buy	+3,100	New	+$213K	0.15%	35
2022 Q2	–	Sell	-3,100	Closed	-$246K	–	39
2022 Q1	$246K	Hold	3,100	–	–	0.14%	37
2021 Q4	$269K	Hold	3,100	–	–	0.14%	40
2021 Q3	$231K	Hold	3,100	–	–	0.14%	39
2021 Q2	$229K	Hold	3,100	–	–	0.13%	39
2021 Q1	$206K	Sell	3,100 -2,000	-39%	-$132K	0.12%	41
2020 Q4	$332K	Buy	+5,100	New	+$311K	0.21%	35

Other funds holding XLK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Asset Planning Services Inc's XLK Position: Q1 2026 in Review

Asset Planning Services Inc held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q1 2026 at 3,100 shares worth $412K. The position accounts for 0.18% of the portfolio, ranked #32.

Asset Planning Services Inc first reported a position in XLK in Q4 2020 and has held it in 19 quarters since. The position peaked at $446K in Q4 2025. 2,401 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Asset Planning Services Inc held 3,100 shares of State Street Technology Select Sector SPDR ETF worth $412K as of Q1 2026.
Asset Planning Services Inc left its State Street Technology Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Technology Select Sector SPDR ETF made up 0.18% of Asset Planning Services Inc's portfolio in Q1 2026, its #32 holding.
Asset Planning Services Inc first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2020 and has held it in 19 quarters since.
Asset Planning Services Inc's State Street Technology Select Sector SPDR ETF position peaked at $446K in Q4 2025.
2,401 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Asset Planning Services Inc's 13F filing for Q1 2026, filed 21 Apr 2026.