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 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

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

Axim Planning & Wealth's XLK Position: Q1 2026 in Review

Axim Planning & Wealth reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.63% in Q1 2026, selling an estimated $6.06K and leaving 6,801 shares worth $904K. The position accounts for 1.1% of the portfolio, ranked #8.

Axim Planning & Wealth first reported a position in XLK in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.01M in Q3 2025. 2,400 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Axim Planning & Wealth held 6,801 shares of State Street Technology Select Sector SPDR ETF worth $904K as of Q1 2026.
Axim Planning & Wealth sold 43 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $6.06K.
State Street Technology Select Sector SPDR ETF made up 1.1% of Axim Planning & Wealth's portfolio in Q1 2026, its #8 holding.
Axim Planning & Wealth first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2025 and has held it in 5 quarters since.
Axim Planning & Wealth's State Street Technology Select Sector SPDR ETF position peaked at $1.01M in Q3 2025.
2,400 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Axim Planning & Wealth's 13F filing for Q1 2026, filed 14 May 2026.