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Hoxton Planning & Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Hoxton Planning & Management’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 		$606K Hold
3,182
– – 0.16% 109
2026
Q1 		$423K Sell
3,182
-306
-9% -$43.1K 0.13% 125
2025
Q4 		$502K Sell
3,488
-638
-15% -$92.1K 0.15% 113
2025
Q3 		$581K Sell
4,126
-674
-14% -$89.3K 0.19% 99
2025
Q2 		$608K Hold
4,800
– – 0.21% 85
2025
Q1 		$496K Sell
4,800
-378
-7% -$42.9K 0.19% 106
2024
Q4 		$602K Hold
5,178
– – 0.23% 85
2024
Q3 		$584K Buy
+5,178
New +$568K 0.23% 86

Other funds holding XLK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 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
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Hoxton Planning & Management's XLK Position: Q2 2026 in Review

Hoxton Planning & Management held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 3,182 shares worth $606K. The position accounts for 0.16% of the portfolio, ranked #109.

Hoxton Planning & Management first reported a position in XLK in Q3 2024 and has held it in 8 quarters since. The position peaked at $608K in Q2 2025. 671 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Hoxton Planning & Management held 3,182 shares of State Street Technology Select Sector SPDR ETF worth $606K as of Q2 2026.
  • Hoxton Planning & Management left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Technology Select Sector SPDR ETF made up 0.16% of Hoxton Planning & Management's portfolio in Q2 2026, its #109 holding.
  • Hoxton Planning & Management first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2024 and has held it in 8 quarters since.
  • Hoxton Planning & Management's State Street Technology Select Sector SPDR ETF position peaked at $608K in Q2 2025.
  • 671 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Hoxton Planning & Management's 13F filing for Q2 2026, filed 16 Jul 2026.