Estate Planners Group’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
Q2
$1.1M Sell
5,774
-22
-0.4% -$3.76K 0.5% 24
2026
Q1
$770K Buy
5,796
+703
+14% +$99.1K 0.37% 29
2025
Q4
$733K Buy
+5,093
New +$736K 0.32% 30

Other funds holding XLK

Estate Planners Group's XLK Position: Q2 2026 in Review

Estate Planners Group reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.38% in Q2 2026, selling an estimated $3.76K and leaving 5,774 shares worth $1.1M. The position accounts for 0.5% of the portfolio, ranked #24.

Estate Planners Group first reported a position in XLK in Q4 2025 and has held it in 3 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Estate Planners Group held 5,774 shares of State Street Technology Select Sector SPDR ETF worth $1.1M as of Q2 2026.
  • Estate Planners Group sold 22 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $3.76K.
  • State Street Technology Select Sector SPDR ETF made up 0.5% of Estate Planners Group's portfolio in Q2 2026, its #24 holding.
  • Estate Planners Group first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Estate Planners Group's 13F filing for Q2 2026, filed 13 Aug 2026.