Intrepid Financial Planning Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Intrepid Financial Planning Group’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 Q1	$944K	Sell	7,101 -104	-1%	-$14.7K	0.38%	58
2025 Q4	$1.04M	Sell	7,205 -1	-0%	-$144	0.39%	57
2025 Q3	$1.02M	Sell	7,206 -298	-4%	-$39.5K	0.39%	58
2025 Q2	$950K	Hold	7,504	–	–	0.4%	56
2025 Q1	$775K	Sell	7,504 -53,614	-88%	-$6.08M	0.36%	55
2024 Q4	$7.11M	Sell	61,118 -738	-1%	-$85.9K	3%	7
2024 Q3	$6.98M	Sell	61,856 -9,242	-13%	-$1.01M	2.99%	8
2024 Q2	$8.04M	Sell	71,098 -824	-1%	-$86.8K	3.45%	7
2024 Q1	$7.49M	Sell	71,922 -358	-0.5%	-$36.2K	3.24%	6
2023 Q4	$6.96M	Sell	72,280 -2,824	-4%	-$251K	3.33%	7
2023 Q3	$6.16M	Sell	75,104 -3,216	-4%	-$276K	3.19%	7
2023 Q2	$6.81M	Sell	78,320 -380	-0.5%	-$30K	3.27%	7
2023 Q1	$5.94M	Sell	78,700 -542	-0.7%	-$37.3K	3%	7
2022 Q4	$4.93M	Sell	79,242 -2,422	-3%	-$154K	2.68%	7
2022 Q3	$4.85M	Sell	81,664 -350	-0.4%	-$23.9K	2.76%	7
2022 Q2	$5.21M	Buy	+82,014	New	+$5.71M	2.87%	7

Other funds holding XLK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Intrepid Financial Planning Group's XLK Position: Q1 2026 in Review

Intrepid Financial Planning Group reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 1.4% in Q1 2026, selling an estimated $14.7K and leaving 7,101 shares worth $944K. The position accounts for 0.38% of the portfolio, ranked #58.

Intrepid Financial Planning Group first reported a position in XLK in Q2 2022 and has held it in 16 quarters since. The position peaked at $8.04M in Q2 2024. 2,400 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Intrepid Financial Planning Group held 7,101 shares of State Street Technology Select Sector SPDR ETF worth $944K as of Q1 2026.
Intrepid Financial Planning Group sold 104 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $14.7K.
State Street Technology Select Sector SPDR ETF made up 0.38% of Intrepid Financial Planning Group's portfolio in Q1 2026, its #58 holding.
Intrepid Financial Planning Group first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2022 and has held it in 16 quarters since.
Intrepid Financial Planning Group's State Street Technology Select Sector SPDR ETF position peaked at $8.04M in Q2 2024.
2,400 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Intrepid Financial Planning Group's 13F filing for Q1 2026, filed 13 May 2026.