Phillips Wealth Planners’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Phillips Wealth Planners’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	$2.44M	Buy	13,696 +1,281	+10%	+$181K	1.83%	4
2025 Q4	$1.79M	Sell	12,415 -1,303	-9%	-$188K	1.43%	8
2025 Q3	$1.97M	Sell	13,718 -2,366	-15%	-$313K	1.64%	5
2025 Q2	$2.06M	Buy	16,084 +538	+3%	+$59.7K	1.87%	3
2025 Q1	$1.54M	Buy	15,546 +2,314	+17%	+$262K	1.63%	6
2024 Q4	$1.51M	Buy	13,232 +304	+2%	+$35.4K	1.51%	7
2024 Q3	$1.48M	Sell	12,928 -1,378	-10%	-$151K	1.42%	9
2024 Q2	$1.7M	Buy	14,306 +26	+0.2%	+$2.74K	1.79%	4
2024 Q1	$1.44M	Sell	14,280 -916	-6%	-$92.6K	1.66%	5
2023 Q4	$1.49M	Sell	15,196 -6	-0%	-$534	1.79%	6
2023 Q3	$1.27M	Sell	15,202 -532	-3%	-$45.6K	1.72%	7
2023 Q2	$1.37M	Sell	15,734 -2,870	-15%	-$226K	1.79%	6
2023 Q1	$1.4M	Buy	18,604 +52	+0.3%	+$3.58K	1.86%	4
2022 Q4	$1.32M	Buy	+18,552	New	+$1.18M	2.31%	5

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

Phillips Wealth Planners's XLK Position: Q1 2026 in Review

Phillips Wealth Planners increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 10% in Q1 2026, buying an estimated $181K and bringing the position to 13,696 shares worth $2.44M. The position accounts for 1.83% of the portfolio, ranked #4.

Phillips Wealth Planners first reported a position in XLK in Q4 2022 and has held it in 14 quarters since. 2,400 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Phillips Wealth Planners held 13,696 shares of State Street Technology Select Sector SPDR ETF worth $2.44M as of Q1 2026.
Phillips Wealth Planners bought 1,281 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $181K.
State Street Technology Select Sector SPDR ETF made up 1.83% of Phillips Wealth Planners's portfolio in Q1 2026, its #4 holding.
Phillips Wealth Planners first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2022 and has held it in 14 quarters since.
2,400 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.