Forbes Financial Planning’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History
Bought
Maintained
Sold
Other funds holding XLK
WA
HIIFS
Forbes Financial Planning's XLK Position: Q2 2026 in Review
Forbes Financial Planning increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.01% in Q2 2026, buying an estimated $171 and bringing the position to 6,936 shares worth $1.32M. The position accounts for 0.71% of the portfolio, ranked #22.
Forbes Financial Planning first reported a position in XLK in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.22M in Q4 2021. 1,836 funds tracked by Wall St. Rank hold XLK as of Q2 2026.
- Forbes Financial Planning held 6,936 shares of State Street Technology Select Sector SPDR ETF worth $1.32M as of Q2 2026.
- Forbes Financial Planning 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 0.71% of Forbes Financial Planning's portfolio in Q2 2026, its #22 holding.
- Forbes Financial Planning first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
- Forbes Financial Planning's State Street Technology Select Sector SPDR ETF position peaked at $4.22M in Q4 2021.
- 1,836 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.
Based on Forbes Financial Planning's 13F filing for Q2 2026, filed 23 Jul 2026.