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

OLIO Financial 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
Q2 		$433K Hold
2,272
– – 0.11% 45
2026
Q1 		$302K Hold
2,272
– – 0.08% 54
2025
Q4 		$327K Sell
2,272
-316
-12% -$45.6K 0.09% 50
2025
Q3 		$365K Hold
2,588
– – 0.11% 48
2025
Q2 		$328K Hold
2,588
– – 0.1% 49
2025
Q1 		$267K Hold
2,588
– – 0.09% 53
2024
Q4 		$301K Hold
2,588
– – 0.11% 49
2024
Q3 		$250K Hold
2,588
– – 0.11% 46
2024
Q2 		$250K Hold
2,588
– – 0.11% 46
2024
Q1 		$250K Hold
2,588
– – 0.11% 46
2023
Q4 		$250K Hold
2,588
– – 0.1% 46
2023
Q3 		$212K Hold
2,588
– – 0.1% 50
2023
Q2 		$225K Buy
+2,588
New +$204K 0.11% 44

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

OLIO Financial Planning's XLK Position: Q2 2026 in Review

OLIO Financial Planning held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 2,272 shares worth $433K. The position accounts for 0.11% of the portfolio, ranked #45.

OLIO Financial Planning first reported a position in XLK in Q2 2023 and has held it in 13 quarters since. 671 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • OLIO Financial Planning held 2,272 shares of State Street Technology Select Sector SPDR ETF worth $433K as of Q2 2026.
  • OLIO Financial Planning left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Technology Select Sector SPDR ETF made up 0.11% of OLIO Financial Planning's portfolio in Q2 2026, its #45 holding.
  • OLIO Financial Planning first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2023 and has held it in 13 quarters since.
  • 671 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on OLIO Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.