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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.15M Sell
16,195
-376
-2% -$53K 1.54% 25
2025
Q4
$2.39M Sell
16,571
-2,265
-12% -$327K 1.81% 25
2025
Q3
$2.65M Buy
+18,836
New +$2.49M 2.18% 15

Other funds holding XLK

CFC Planning Company's XLK Position: Q1 2026 in Review

CFC Planning Company reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 2.3% in Q1 2026, selling an estimated $53K and leaving 16,195 shares worth $2.15M. The position accounts for 1.54% of the portfolio, ranked #25.

CFC Planning Company first reported a position in XLK in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.65M in Q3 2025. 2,406 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

  • CFC Planning Company held 16,195 shares of State Street Technology Select Sector SPDR ETF worth $2.15M as of Q1 2026.
  • CFC Planning Company sold 376 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $53K.
  • State Street Technology Select Sector SPDR ETF made up 1.54% of CFC Planning Company's portfolio in Q1 2026, its #25 holding.
  • CFC Planning Company first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2025 and has held it in 3 quarters since.
  • CFC Planning Company's State Street Technology Select Sector SPDR ETF position peaked at $2.65M in Q3 2025.
  • 2,406 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on CFC Planning Company's 13F filing for Q1 2026, filed 24 Apr 2026.