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

Investment Planning Advisors’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 		$345K Sell
1,811
-734
-29% -$125K 0.08% 86
2026
Q1 		$338K Buy
2,545
+351
+16% +$49.5K 0.09% 80
2025
Q4 		$316K Buy
2,194
+236
+12% +$34.1K 0.09% 75
2025
Q3 		$276K Buy
+1,958
New +$259K 0.09% 77

Other funds holding XLK

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Investment Planning Advisors's XLK Position: Q2 2026 in Review

Investment Planning Advisors reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 29% in Q2 2026, selling an estimated $125K and leaving 1,811 shares worth $345K. The position accounts for 0.08% of the portfolio, ranked #86.

Investment Planning Advisors first reported a position in XLK in Q3 2025 and has held it in 4 quarters since. 1,836 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Investment Planning Advisors held 1,811 shares of State Street Technology Select Sector SPDR ETF worth $345K as of Q2 2026.
  • Investment Planning Advisors sold 734 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $125K.
  • State Street Technology Select Sector SPDR ETF made up 0.08% of Investment Planning Advisors's portfolio in Q2 2026, its #86 holding.
  • Investment Planning Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,836 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Investment Planning Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.