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

Fiduciary 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 Q3	$22.2M	Buy	113,248 +2,439	+2%	+$450K	5.7%	7
2026 Q2	$21.1M	Buy	110,809 +1,027	+0.9%	+$175K	5.52%	7
2026 Q1	$14.6M	Buy	109,782 +8,715	+9%	+$1.23M	4.41%	8
2025 Q4	$14.6M	Sell	101,067 -1,439	-1%	-$208K	4.42%	8
2025 Q3	$14.4M	Sell	102,506 -568	-0.6%	-$75.2K	4.42%	8
2025 Q2	$13.1M	Sell	103,074 -8,540	-8%	-$948K	4.32%	7
2025 Q1	$11.5M	Buy	111,614 +1,152	+1%	+$131K	3.8%	7
2024 Q4	$12.8M	Buy	110,462 +4,954	+5%	+$576K	4.17%	7
2024 Q3	$11.9M	Buy	105,508 +5,940	+6%	+$652K	4.04%	7
2024 Q2	$11.3M	Buy	99,568 +10,878	+12%	+$1.15M	4.03%	8
2024 Q1	$9.24M	Buy	88,690 +6,054	+7%	+$612K	3.49%	9
2023 Q4	$7.95M	Buy	82,636 +56,150	+212%	+$5M	3.38%	9
2023 Q3	$2.17M	Buy	+26,486	New	+$2.27M	1.02%	21

Other funds holding XLK

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Bar Harbor Wealth Management Concord, New Hampshire $1.82B AUM 24.36% 1-Year Est. Return

Fiduciary Planning's XLK Position: Q3 2026 in Review

Fiduciary Planning increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 2.2% in Q3 2026, buying an estimated $450K and bringing the position to 113,248 shares worth $22.2M. The position accounts for 5.7% of the portfolio, ranked #7.

Fiduciary Planning first reported a position in XLK in Q3 2023 and has held it in 13 quarters since. 1,316 funds tracked by Wall St. Rank hold XLK as of Q3 2026.

Fiduciary Planning held 113,248 shares of State Street Technology Select Sector SPDR ETF worth $22.2M as of Q3 2026.
Fiduciary Planning bought 2,439 State Street Technology Select Sector SPDR ETF shares in Q3 2026, an estimated $450K.
State Street Technology Select Sector SPDR ETF made up 5.7% of Fiduciary Planning's portfolio in Q3 2026, its #7 holding.
Fiduciary Planning first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2023 and has held it in 13 quarters since.
1,316 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.

Based on Fiduciary Planning's 13F filing for Q3 2026, filed 14 Oct 2026.