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

Comprehensive 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	$978K	Buy	5,132 +6	+0.1%	+$1.02K	0.52%	53
2026 Q1	$681K	Sell	5,126 -894	-15%	-$126K	0.47%	54
2025 Q4	$867K	Buy	6,020 +128	+2%	+$18.5K	0.57%	46
2025 Q3	$830K	Buy	5,892 +754	+15%	+$99.9K	0.57%	44
2025 Q2	$651K	Buy	5,138 +848	+20%	+$94.1K	0.51%	48
2025 Q1	$443K	Sell	4,290 -2,334	-35%	-$265K	0.43%	56
2024 Q4	$770K	Buy	+6,624	New	+$771K	0.65%	34

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Comprehensive Financial Planning's XLK Position: Q2 2026 in Review

Comprehensive Financial Planning increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.12% in Q2 2026, buying an estimated $1.02K and bringing the position to 5,132 shares worth $978K. The position accounts for 0.52% of the portfolio, ranked #53.

Comprehensive Financial Planning first reported a position in XLK in Q4 2024 and has held it in 7 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Comprehensive Financial Planning held 5,132 shares of State Street Technology Select Sector SPDR ETF worth $978K as of Q2 2026.
Comprehensive Financial Planning bought 6 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $1.02K.
State Street Technology Select Sector SPDR ETF made up 0.52% of Comprehensive Financial Planning's portfolio in Q2 2026, its #53 holding.
Comprehensive Financial Planning first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.