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 Q3	$454K	Hold	2,318	–	–	0.16%	92
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

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Plan A Wealth's XLK Position: Q3 2026 in Review

Plan A Wealth held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q3 2026 at 2,318 shares worth $454K. The position accounts for 0.16% of the portfolio, ranked #92.

Plan A Wealth first reported a position in XLK in Q4 2024 and has held it in 8 quarters since. The position peaked at $487K in Q4 2024. 151 funds tracked by Wall St. Rank hold XLK as of Q3 2026.

Plan A Wealth held 2,318 shares of State Street Technology Select Sector SPDR ETF worth $454K as of Q3 2026.
Plan A Wealth left its State Street Technology Select Sector SPDR ETF share count unchanged in Q3 2026.
State Street Technology Select Sector SPDR ETF made up 0.16% of Plan A Wealth's portfolio in Q3 2026, its #92 holding.
Plan A Wealth first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2024 and has held it in 8 quarters since.
Plan A Wealth's State Street Technology Select Sector SPDR ETF position peaked at $487K in Q4 2024.
151 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.