BWM Planning’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

BWM Planning’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	$201K	Hold	1,514	–	–	0.05%	87
2025 Q4	$218K	Sell	1,514 -652	-30%	-$94.2K	0.06%	85
2025 Q3	$305K	Buy	2,166 +2	+0.1%	+$265	0.09%	74
2025 Q2	$274K	Buy	2,164 +2	+0.1%	+$222	0.09%	67
2025 Q1	$223K	Buy	2,162 +2	+0.1%	+$227	0.09%	74
2024 Q4	$251K	Buy	2,160 +2	+0.1%	+$233	0.11%	70
2024 Q3	$243K	Buy	+2,158	New	+$237K	0.11%	71

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

BWM Planning's XLK Position: Q1 2026 in Review

BWM Planning held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q1 2026 at 1,514 shares worth $201K. The position accounts for 0.05% of the portfolio, ranked #87.

BWM Planning first reported a position in XLK in Q3 2024 and has held it in 7 quarters since. The position peaked at $305K in Q3 2025. 2,401 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

BWM Planning held 1,514 shares of State Street Technology Select Sector SPDR ETF worth $201K as of Q1 2026.
BWM Planning left its State Street Technology Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Technology Select Sector SPDR ETF made up 0.05% of BWM Planning's portfolio in Q1 2026, its #87 holding.
BWM Planning first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2024 and has held it in 7 quarters since.
BWM Planning's State Street Technology Select Sector SPDR ETF position peaked at $305K in Q3 2025.
2,401 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on BWM Planning's 13F filing for Q1 2026, filed 22 Apr 2026.