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

Pearl 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	$425K	Hold	2,232	–	–	0.2%	39
2026 Q1	$297K	Hold	2,232	–	–	0.16%	45
2025 Q4	$321K	Buy	+2,232	New	+$322K	0.2%	41

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

Pearl Planning's XLK Position: Q2 2026 in Review

Pearl Planning held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 2,232 shares worth $425K. The position accounts for 0.2% of the portfolio, ranked #39.

Pearl Planning first reported a position in XLK in Q4 2025 and has held it in 3 quarters since. 2,650 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Pearl Planning held 2,232 shares of State Street Technology Select Sector SPDR ETF worth $425K as of Q2 2026.
Pearl 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 0.2% of Pearl Planning's portfolio in Q2 2026, its #39 holding.
Pearl Planning first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
2,650 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Pearl Planning's 13F filing for Q2 2026, filed 21 Jul 2026.