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 Q2	$1.21M	Buy	6,374 +1,780	+39%	+$304K	0.16%	79
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

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 22.9% 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

Consolidated Planning Corp's XLK Position: Q2 2026 in Review

Consolidated Planning Corp increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 39% in Q2 2026, buying an estimated $304K and bringing the position to 6,374 shares worth $1.21M. The position accounts for 0.16% of the portfolio, ranked #79.

Consolidated Planning Corp first reported a position in XLK in Q3 2021 and has held it in 5 quarters since. 2,671 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Consolidated Planning Corp held 6,374 shares of State Street Technology Select Sector SPDR ETF worth $1.21M as of Q2 2026.
Consolidated Planning Corp bought 1,780 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $304K.
State Street Technology Select Sector SPDR ETF made up 0.16% of Consolidated Planning Corp's portfolio in Q2 2026, its #79 holding.
Consolidated Planning Corp first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2021 and has held it in 5 quarters since.
2,671 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Consolidated Planning Corp's 13F filing for Q2 2026, filed 24 Jul 2026.