BFC Planning, Inc.’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

BFC Planning, Inc.’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	$29.2M	Sell	153,058 -1,173	-0.8%	-$200K	1.19%	8
2026 Q1	$20.5M	Buy	154,231 +16,877	+12%	+$2.38M	0.91%	13
2025 Q4	$19.8M	Buy	137,354 +7,264	+6%	+$1.05M	0.87%	11
2025 Q3	$18.3M	Sell	130,090 -11,022	-8%	-$1.46M	1.33%	7
2025 Q2	$17.9M	Buy	141,112 +10,054	+8%	+$1.12M	1.4%	7
2025 Q1	$13.5M	Sell	131,058 -970	-0.7%	-$110K	1.19%	9
2024 Q4	$15.4M	Buy	+132,028	New	+$15.4M	1.28%	8

Other funds holding XLK

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BFC Planning, Inc.'s XLK Position: Q2 2026 in Review

BFC Planning, Inc. reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.76% in Q2 2026, selling an estimated $200K and leaving 153,058 shares worth $29.2M. The position accounts for 1.19% of the portfolio, ranked #8.

BFC Planning, Inc. first reported a position in XLK in Q4 2024 and has held it in 7 quarters since. 2,677 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

BFC Planning, Inc. held 153,058 shares of State Street Technology Select Sector SPDR ETF worth $29.2M as of Q2 2026.
BFC Planning, Inc. sold 1,173 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $200K.
State Street Technology Select Sector SPDR ETF made up 1.19% of BFC Planning, Inc.'s portfolio in Q2 2026, its #8 holding.
BFC Planning, Inc. first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
2,677 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.