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

Green Ridge Wealth 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
Q3 		$547K Sell
2,796
-317
-10% -$58.5K 0.22% 46
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

CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Green Ridge Wealth Planning's XLK Position: Q3 2026 in Review

Green Ridge Wealth Planning reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 10% in Q3 2026, selling an estimated $58.5K and leaving 2,796 shares worth $547K. The position accounts for 0.22% of the portfolio, ranked #46.

Green Ridge Wealth Planning first reported a position in XLK in Q4 2025 and has held it in 4 quarters since. The position peaked at $593K in Q2 2026. 87 funds tracked by Wall St. Rank hold XLK as of Q3 2026.

  • Green Ridge Wealth Planning held 2,796 shares of State Street Technology Select Sector SPDR ETF worth $547K as of Q3 2026.
  • Green Ridge Wealth Planning sold 317 State Street Technology Select Sector SPDR ETF shares in Q3 2026, an estimated $58.5K.
  • State Street Technology Select Sector SPDR ETF made up 0.22% of Green Ridge Wealth Planning's portfolio in Q3 2026, its #46 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 4 quarters since.
  • Green Ridge Wealth Planning's State Street Technology Select Sector SPDR ETF position peaked at $593K in Q2 2026.
  • 87 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.

Based on Green Ridge Wealth Planning's 13F filing for Q3 2026, filed 8 Oct 2026.