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

Consolidated Planning Corp’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	$611K	Buy	4,594 +1,936	+73%	+$273K	0.1%	89
2025 Q4	$383K	Sell	2,658 -168	-6%	-$24.3K	0.04%	161
2025 Q3	$398K	Buy	+2,826	New	+$374K	0.04%	151
2021 Q4	–	Sell	-660	Closed	-$49K	–	471
2021 Q3	$49K	Buy	+660	New	+$50.9K	0.03%	170

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

Consolidated Planning Corp's XLK Position: Q1 2026 in Review

Consolidated Planning Corp increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 73% in Q1 2026, buying an estimated $273K and bringing the position to 4,594 shares worth $611K. The position accounts for 0.1% of the portfolio, ranked #89.

Consolidated Planning Corp first reported a position in XLK in Q3 2021 and has held it in 4 quarters since. 2,402 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Consolidated Planning Corp held 4,594 shares of State Street Technology Select Sector SPDR ETF worth $611K as of Q1 2026.
Consolidated Planning Corp bought 1,936 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $273K.
State Street Technology Select Sector SPDR ETF made up 0.1% of Consolidated Planning Corp's portfolio in Q1 2026, its #89 holding.
Consolidated Planning Corp first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2021 and has held it in 4 quarters since.
2,402 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Consolidated Planning Corp's 13F filing for Q1 2026, filed 16 Apr 2026.