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Financial Life Planners’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Financial Life Planners’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 		$127K Buy
666
+1
+0.2% +$171 0.08% 79
2026
Q1 		$88.4K Buy
+665
New +$93.7K 0.07% 86
2025
Q4 		– Sell
-664
Closed -$93.5K – 340
2025
Q3 		$93.5K Buy
+664
New +$87.9K 0.06% 93
2025
Q1 		– Sell
-488
Closed -$56.9K – 393
2024
Q4 		$56.9K Buy
+488
New +$56.8K 0.05% 106

Other funds holding XLK

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

Financial Life Planners's XLK Position: Q2 2026 in Review

Financial Life Planners increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.15% in Q2 2026, buying an estimated $171 and bringing the position to 666 shares worth $127K. The position accounts for 0.08% of the portfolio, ranked #79.

Financial Life Planners first reported a position in XLK in Q4 2024 and has held it in 4 quarters since. 1,375 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Financial Life Planners held 666 shares of State Street Technology Select Sector SPDR ETF worth $127K as of Q2 2026.
  • Financial Life Planners bought 1 State Street Technology Select Sector SPDR ETF share in Q2 2026, an estimated $171.
  • State Street Technology Select Sector SPDR ETF made up 0.08% of Financial Life Planners's portfolio in Q2 2026, its #79 holding.
  • Financial Life Planners first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2024 and has held it in 4 quarters since.
  • 1,375 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.