CPL
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Capital & Planning LLC’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Capital & 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
Q1 		$66.7K Buy
+502
New +$70.7K 0.04% 51
2025
Q1 		– Sell
-500
Closed -$58.2K – 190
2024
Q4 		$58.2K Buy
+500
New +$58.2K 0.04% 46

Other funds holding XLK

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Capital & Planning LLC's XLK Position: Q1 2026 in Review

Capital & Planning LLC opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q1 2026: 502 shares worth $66.7K. The stake represents 0.04% of the portfolio and ranks #51 among its holdings. This is a return to the name: Capital & Planning LLC previously reported a position in XLK as recently as Q4 2024.

Capital & Planning LLC first reported a position in XLK in Q4 2024 and has held it in 2 quarters since. 2,415 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

  • Capital & Planning LLC held 502 shares of State Street Technology Select Sector SPDR ETF worth $66.7K as of Q1 2026.
  • State Street Technology Select Sector SPDR ETF was a new Capital & Planning LLC position in Q1 2026.
  • State Street Technology Select Sector SPDR ETF made up 0.04% of Capital & Planning LLC's portfolio in Q1 2026, its #51 holding.
  • Capital & Planning LLC first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2024 and has held it in 2 quarters since.
  • 2,415 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Capital & Planning LLC's 13F filing for Q1 2026, filed 18 May 2026.