Next Level Wealth Planning
XLK icon

Next Level Wealth Planning’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Next Level Wealth 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
Q3 		$182K Buy
+930
New +$172K 0.07% 78

Other funds holding XLK

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
AGUR Provident & Training Funds Management
AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
J. Safra Asset Management
J. Safra Asset Management New York $2.3B AUM 21.55% 1-Year Est. Return
KCM Investment Advisors
KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

Next Level Wealth Planning's XLK Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q3 2026: 930 shares worth $182K. The stake represents 0.07% of the portfolio and ranks #78 among its holdings.

1,720 funds tracked by Wall St. Rank hold XLK as of Q3 2026.

  • Next Level Wealth Planning held 930 shares of State Street Technology Select Sector SPDR ETF worth $182K as of Q3 2026.
  • State Street Technology Select Sector SPDR ETF was a new Next Level Wealth Planning position in Q3 2026.
  • State Street Technology Select Sector SPDR ETF made up 0.07% of Next Level Wealth Planning's portfolio in Q3 2026, its #78 holding.
  • 1,720 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.