Axim Planning & Wealth’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Axim Planning & Wealth’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	$1.15M	Sell	6,016 -785	-12%	-$134K	1.6%	4
2026 Q1	$904K	Sell	6,801 -43	-0.6%	-$6.06K	1.1%	8
2025 Q4	$985K	Sell	6,844 -342	-5%	-$49.4K	1.04%	5
2025 Q3	$1.01M	Sell	7,186 -92	-1%	-$12.2K	0.8%	8
2025 Q2	$922K	Buy	7,278 +3,182	+78%	+$353K	0.84%	7
2025 Q1	$423K	Buy	+4,096	New	+$464K	0.37%	12

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

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

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

Axim Planning & Wealth's XLK Position: Q2 2026 in Review

Axim Planning & Wealth reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 12% in Q2 2026, selling an estimated $134K and leaving 6,016 shares worth $1.15M. The position accounts for 1.6% of the portfolio, ranked #4.

Axim Planning & Wealth first reported a position in XLK in Q1 2025 and has held it in 6 quarters since. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Axim Planning & Wealth held 6,016 shares of State Street Technology Select Sector SPDR ETF worth $1.15M as of Q2 2026.
Axim Planning & Wealth sold 785 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $134K.
State Street Technology Select Sector SPDR ETF made up 1.6% of Axim Planning & Wealth's portfolio in Q2 2026, its #4 holding.
Axim Planning & Wealth first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Axim Planning & Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.