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

Holistic 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	$817K	Buy	4,286 +467	+12%	+$79.8K	0.13%	149
2026 Q1	$507K	Sell	3,819 -1	-0%	-$141	0.1%	176
2025 Q4	$550K	Buy	3,820 +1,202	+46%	+$174K	0.12%	150
2025 Q3	$369K	Sell	2,618 -348	-12%	-$46.1K	0.1%	160
2025 Q2	$376K	Buy	2,966 +130	+5%	+$14.4K	0.11%	148
2025 Q1	$293K	Sell	2,836 -62	-2%	-$7.03K	0.1%	144
2024 Q4	$337K	Hold	2,898	–	–	0.12%	120
2024 Q3	$327K	Sell	2,898 -778	-21%	-$85.4K	0.14%	107
2024 Q2	$383K	Hold	3,676	–	–	0.29%	75
2024 Q1	$383K	Sell	3,676 -126	-3%	-$12.7K	0.29%	75
2023 Q4	$366K	Buy	+3,802	New	+$338K	0.31%	75

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 22.96% 1-Year Est. Return

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Holistic Planning's XLK Position: Q2 2026 in Review

Holistic Planning increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 12% in Q2 2026, buying an estimated $79.8K and bringing the position to 4,286 shares worth $817K. The position accounts for 0.13% of the portfolio, ranked #149.

Holistic Planning first reported a position in XLK in Q4 2023 and has held it in 11 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Holistic Planning held 4,286 shares of State Street Technology Select Sector SPDR ETF worth $817K as of Q2 2026.
Holistic Planning bought 467 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $79.8K.
State Street Technology Select Sector SPDR ETF made up 0.13% of Holistic Planning's portfolio in Q2 2026, its #149 holding.
Holistic Planning first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.