Plan Group Financial’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Plan Group Financial’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	$927K	Sell	4,867 -15,025	-76%	-$2.57M	0.19%	95
2026 Q1	$2.64M	Buy	19,892 +12,508	+169%	+$1.76M	0.62%	56
2025 Q4	$1.06M	Sell	7,384 -666	-8%	-$96.2K	0.28%	84
2025 Q3	$1.13M	Buy	+8,050	New	+$1.07M	0.3%	86
2025 Q2	–	Sell	-6,626	Closed	-$684K	–	176
2025 Q1	$684K	Buy	6,626 +3,900	+143%	+$442K	0.24%	80
2024 Q4	$317K	Sell	2,726 -60	-2%	-$6.98K	0.17%	87
2024 Q3	$314K	Buy	+2,786	New	+$306K	0.17%	88

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

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Plan Group Financial's XLK Position: Q2 2026 in Review

Plan Group Financial reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 76% in Q2 2026, selling an estimated $2.57M and leaving 4,867 shares worth $927K. The position accounts for 0.19% of the portfolio, ranked #95.

Plan Group Financial first reported a position in XLK in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.64M in Q1 2026. 2,662 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Plan Group Financial held 4,867 shares of State Street Technology Select Sector SPDR ETF worth $927K as of Q2 2026.
Plan Group Financial sold 15,025 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $2.57M.
State Street Technology Select Sector SPDR ETF made up 0.19% of Plan Group Financial's portfolio in Q2 2026, its #95 holding.
Plan Group Financial first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2024 and has held it in 7 quarters since.
Plan Group Financial's State Street Technology Select Sector SPDR ETF position peaked at $2.64M in Q1 2026.
2,662 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.