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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
Q2 		$2.45M Sell
13,679
-17
-0.1% -$2.9K 1.81% 5
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

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
APTFM
AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Phillips Wealth Planners's XLK Position: Q2 2026 in Review

Phillips Wealth Planners reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.12% in Q2 2026, selling an estimated $2.9K and leaving 13,679 shares worth $2.45M. The position accounts for 1.81% of the portfolio, ranked #5.

Phillips Wealth Planners first reported a position in XLK in Q4 2022 and has held it in 15 quarters since. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Phillips Wealth Planners held 13,679 shares of State Street Technology Select Sector SPDR ETF worth $2.45M as of Q2 2026.
  • Phillips Wealth Planners sold 17 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $2.9K.
  • State Street Technology Select Sector SPDR ETF made up 1.81% of Phillips Wealth Planners's portfolio in Q2 2026, its #5 holding.
  • Phillips Wealth Planners first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
  • 2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.