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

Peak Planning Group’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	$1.7M	Buy	8,937 +352	+4%	+$60.1K	0.38%	39
2026 Q1	$1.14M	Sell	8,585 -72	-0.8%	-$10.1K	0.32%	45
2025 Q4	$1.25M	Buy	+8,657	New	+$1.25M	0.35%	44
2025 Q2	–	Sell	-8,850	Closed	-$914K	–	131
2025 Q1	$914K	Buy	8,850 +14	+0.2%	+$1.59K	0.38%	44
2024 Q4	$1.03M	Sell	8,836 -132	-1%	-$15.4K	0.43%	41
2024 Q3	$1.01M	Sell	8,968 -30	-0.3%	-$3.29K	0.44%	44
2024 Q2	$1.02M	Buy	8,998 +422	+5%	+$44.4K	0.5%	41
2024 Q1	$893K	Buy	8,576 +2,656	+45%	+$269K	0.56%	38
2023 Q4	$570K	Buy	5,920 +72	+1%	+$6.41K	0.41%	44
2023 Q3	$479K	Sell	5,848 -120	-2%	-$10.3K	0.38%	47
2023 Q2	$519K	Sell	5,968 -206	-3%	-$16.2K	0.39%	47
2023 Q1	$466K	Sell	6,174 -102	-2%	-$7.02K	0.38%	47
2022 Q4	$390K	Sell	6,276 -26	-0.4%	-$1.65K	0.34%	58
2022 Q3	$374K	Sell	6,302 -440	-7%	-$30K	0.35%	52
2022 Q2	$428K	Buy	+6,742	New	+$470K	0.36%	47
2021 Q4	$597K	Buy	6,870 +128	+2%	+$10.5K	0.44%	46
2021 Q3	$503K	Buy	+6,742	New	+$520K	0.43%	46
2021 Q1	$455K	Sell	6,856 -116	-2%	-$7.66K	0.44%	45
2020 Q4	$453K	Buy	+6,972	New	+$425K	0.51%	38

Other funds holding XLK

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Peak Planning Group's XLK Position: Q2 2026 in Review

Peak Planning Group increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 4.1% in Q2 2026, buying an estimated $60.1K and bringing the position to 8,937 shares worth $1.7M. The position accounts for 0.38% of the portfolio, ranked #39.

Peak Planning Group first reported a position in XLK in Q4 2020 and has held it in 19 quarters since. 2,650 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Peak Planning Group held 8,937 shares of State Street Technology Select Sector SPDR ETF worth $1.7M as of Q2 2026.
Peak Planning Group bought 352 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $60.1K.
State Street Technology Select Sector SPDR ETF made up 0.38% of Peak Planning Group's portfolio in Q2 2026, its #39 holding.
Peak Planning Group first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2020 and has held it in 19 quarters since.
2,650 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Peak Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.