Green Ridge Wealth Planning’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$593K Buy
3,113
+114
+4% +$19.5K 0.25% 44
2026
Q1
$399K Buy
2,999
+103
+4% +$14.5K 0.21% 54
2025
Q4
$417K Buy
+2,896
New +$418K 0.21% 54

Other funds holding XLK

Green Ridge Wealth Planning's XLK Position: Q2 2026 in Review

Green Ridge Wealth Planning increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 3.8% in Q2 2026, buying an estimated $19.5K and bringing the position to 3,113 shares worth $593K. The position accounts for 0.25% of the portfolio, ranked #44.

Green Ridge Wealth Planning first reported a position in XLK in Q4 2025 and has held it in 3 quarters since. 2,646 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Green Ridge Wealth Planning held 3,113 shares of State Street Technology Select Sector SPDR ETF worth $593K as of Q2 2026.
  • Green Ridge Wealth Planning bought 114 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $19.5K.
  • State Street Technology Select Sector SPDR ETF made up 0.25% of Green Ridge Wealth Planning's portfolio in Q2 2026, its #44 holding.
  • Green Ridge Wealth Planning first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,646 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Green Ridge Wealth Planning's 13F filing for Q2 2026, filed 8 Jul 2026.