Larry Mathis Financial Planning’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History
Bought
Maintained
Sold
Other funds holding XLK
Larry Mathis Financial Planning's XLK Position: Q2 2026 in Review
Larry Mathis Financial Planning increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 179% in Q2 2026, buying an estimated $1.38M and bringing the position to 12,587 shares worth $2.4M. The position accounts for 1.83% of the portfolio, ranked #9.
Larry Mathis Financial Planning first reported a position in XLK in Q4 2025 and has held it in 3 quarters since. 2,644 funds tracked by Wall St. Rank hold XLK as of Q2 2026.
- Larry Mathis Financial Planning held 12,587 shares of State Street Technology Select Sector SPDR ETF worth $2.4M as of Q2 2026.
- Larry Mathis Financial Planning bought 8,069 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $1.38M.
- State Street Technology Select Sector SPDR ETF made up 1.83% of Larry Mathis Financial Planning's portfolio in Q2 2026, its #9 holding.
- Larry Mathis Financial Planning first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
- 2,644 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.
Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.