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Harbor Asset Planning’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Harbor Asset 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
Q2 		$600K Sell
3,150
-454
-13% -$77.6K 0.45% 51
2026
Q1 		$479K Sell
3,604
-94
-3% -$13.2K 0.4% 56
2025
Q4 		$533K Buy
3,698
+6
+0.2% +$867 0.46% 52
2025
Q3 		$521K Buy
3,692
+4
+0.1% +$530 0.47% 53
2025
Q2 		$467K Buy
+3,688
New +$409K 0.45% 56

Other funds holding XLK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Harbor Asset Planning's XLK Position: Q2 2026 in Review

Harbor Asset Planning reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 13% in Q2 2026, selling an estimated $77.6K and leaving 3,150 shares worth $600K. The position accounts for 0.45% of the portfolio, ranked #51.

Harbor Asset Planning first reported a position in XLK in Q2 2025 and has held it in 5 quarters since. 955 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Harbor Asset Planning held 3,150 shares of State Street Technology Select Sector SPDR ETF worth $600K as of Q2 2026.
  • Harbor Asset Planning sold 454 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $77.6K.
  • State Street Technology Select Sector SPDR ETF made up 0.45% of Harbor Asset Planning's portfolio in Q2 2026, its #51 holding.
  • Harbor Asset Planning first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2025 and has held it in 5 quarters since.
  • 955 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.