Center for Financial Planning’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Center for Financial 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 Q2	$3.43K	Hold	18	–	–	﹤0.01%	561
2026 Q1	$2.39K	Hold	18	–	–	﹤0.01%	570
2025 Q4	$2.59K	Hold	18	–	–	﹤0.01%	600
2025 Q3	$2.54K	Hold	18	–	–	﹤0.01%	580
2025 Q2	$2.28K	Hold	18	–	–	﹤0.01%	551
2025 Q1	$1.86K	Hold	18	–	–	﹤0.01%	592
2024 Q4	$2.09K	Hold	18	–	–	﹤0.01%	536
2024 Q3	$2.03K	Hold	18	–	–	﹤0.01%	496
2024 Q2	$2.04K	Hold	18	–	–	﹤0.01%	500
2024 Q1	$1.88K	Hold	18	–	–	﹤0.01%	522
2023 Q4	$1.73K	Hold	18	–	–	﹤0.01%	467
2023 Q3	$1.48K	Hold	18	–	–	﹤0.01%	468
2023 Q2	$1.56K	Sell	18 -150	-89%	-$11.8K	﹤0.01%	507
2023 Q1	$12.7K	Hold	168	–	–	﹤0.01%	332
2022 Q4	$10.5K	Hold	168	–	–	﹤0.01%	353
2022 Q3	$10K	Hold	168	–	–	﹤0.01%	359
2022 Q2	$11K	Hold	168	–	–	﹤0.01%	354
2022 Q1	$13K	Hold	168	–	–	﹤0.01%	353
2021 Q4	$15K	Buy	168 +18	+12%	+$1.48K	﹤0.01%	342
2021 Q3	$11K	Hold	150	–	–	﹤0.01%	357
2021 Q2	$11K	Hold	150	–	–	﹤0.01%	357
2021 Q1	$10K	Hold	150	–	–	﹤0.01%	388
2020 Q4	$10K	Buy	+150	New	+$9.14K	﹤0.01%	346

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

Center for Financial Planning's XLK Position: Q2 2026 in Review

Center for Financial Planning held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 18 shares worth $3.43K. The position accounts for ﹤0.01% of the portfolio, ranked #561.

Center for Financial Planning first reported a position in XLK in Q4 2020 and has held it in 23 quarters since. The position peaked at $15K in Q4 2021. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Center for Financial Planning held 18 shares of State Street Technology Select Sector SPDR ETF worth $3.43K as of Q2 2026.
Center for Financial Planning left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Technology Select Sector SPDR ETF made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #561 holding.
Center for Financial Planning first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2020 and has held it in 23 quarters since.
Center for Financial Planning's State Street Technology Select Sector SPDR ETF position peaked at $15K in Q4 2021.
2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.