Plan A Wealth’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Plan A Wealth’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	$442K	Hold	2,318	–	–	0.19%	88
2026 Q1	$308K	Hold	2,318	–	–	0.15%	117
2025 Q4	$334K	Hold	2,318	–	–	0.16%	111
2025 Q3	$327K	Hold	2,318	–	–	0.17%	109
2025 Q2	$293K	Sell	2,318 -1,230	-35%	-$136K	0.17%	113
2025 Q1	$366K	Sell	3,548 -638	-15%	-$72.3K	0.28%	59
2024 Q4	$487K	Buy	+4,186	New	+$487K	0.45%	47

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

Plan A Wealth's XLK Position: Q2 2026 in Review

Plan A Wealth held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 2,318 shares worth $442K. The position accounts for 0.19% of the portfolio, ranked #88.

Plan A Wealth first reported a position in XLK in Q4 2024 and has held it in 7 quarters since. The position peaked at $487K in Q4 2024. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Plan A Wealth held 2,318 shares of State Street Technology Select Sector SPDR ETF worth $442K as of Q2 2026.
Plan A Wealth left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.19% of Plan A Wealth's portfolio in Q2 2026, its #88 holding.
Plan A Wealth first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Plan A Wealth's State Street Technology Select Sector SPDR ETF position peaked at $487K in Q4 2024.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.