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 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

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

Fiduciary Planning's XLK Position: Q1 2026 in Review

Fiduciary Planning increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 8.6% in Q1 2026, buying an estimated $1.23M and bringing the position to 109,782 shares worth $14.6M. The position accounts for 4.41% of the portfolio, ranked #8.

Fiduciary Planning first reported a position in XLK in Q3 2023 and has held it in 11 quarters since. 2,404 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Fiduciary Planning held 109,782 shares of State Street Technology Select Sector SPDR ETF worth $14.6M as of Q1 2026.
Fiduciary Planning bought 8,715 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $1.23M.
State Street Technology Select Sector SPDR ETF made up 4.41% of Fiduciary Planning's portfolio in Q1 2026, its #8 holding.
Fiduciary Planning first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2023 and has held it in 11 quarters since.
2,404 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Fiduciary Planning's 13F filing for Q1 2026, filed 27 Apr 2026.