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

PDS 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 Q1	$1.12M	Buy	8,451 +3	+0%	+$423	0.07%	122
2025 Q4	$1.22M	Sell	8,448 -24	-0.3%	-$3.47K	0.08%	116
2025 Q3	$1.19M	Sell	8,472 -2,310	-21%	-$306K	0.08%	114
2025 Q2	$1.37M	Buy	10,782 +18	+0.2%	+$2K	0.1%	89
2025 Q1	$1.11M	Buy	10,764 +8,414	+358%	+$954K	0.09%	95
2024 Q4	$273K	Buy	2,350 +2	+0.1%	+$233	0.02%	318
2024 Q3	$265K	Sell	2,348 -6	-0.3%	-$659	0.02%	335
2024 Q2	$266K	Buy	2,354 +56	+2%	+$5.9K	0.03%	292
2024 Q1	$239K	Buy	2,298 +2	+0.1%	+$202	0.03%	318
2023 Q4	$221K	Buy	+2,296	New	+$204K	0.03%	309
2022 Q1	–	Sell	-3,346	Closed	-$291K	–	252
2021 Q4	$291K	Buy	+3,346	New	+$276K	0.06%	143

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

PDS Planning's XLK Position: Q1 2026 in Review

PDS Planning increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.04% in Q1 2026, buying an estimated $423 and bringing the position to 8,451 shares worth $1.12M. The position accounts for 0.07% of the portfolio, ranked #122.

PDS Planning first reported a position in XLK in Q4 2021 and has held it in 11 quarters since. The position peaked at $1.37M in Q2 2025. 2,402 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

PDS Planning held 8,451 shares of State Street Technology Select Sector SPDR ETF worth $1.12M as of Q1 2026.
PDS Planning bought 3 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $423.
State Street Technology Select Sector SPDR ETF made up 0.07% of PDS Planning's portfolio in Q1 2026, its #122 holding.
PDS Planning first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and has held it in 11 quarters since.
PDS Planning's State Street Technology Select Sector SPDR ETF position peaked at $1.37M in Q2 2025.
2,402 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.