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 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

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

Plan Group Financial's XLK Position: Q1 2026 in Review

Plan Group Financial increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 169% in Q1 2026, buying an estimated $1.76M and bringing the position to 19,892 shares worth $2.64M. The position accounts for 0.62% of the portfolio, ranked #56.

Plan Group Financial first reported a position in XLK in Q3 2024 and has held it in 6 quarters since. 2,402 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Plan Group Financial held 19,892 shares of State Street Technology Select Sector SPDR ETF worth $2.64M as of Q1 2026.
Plan Group Financial bought 12,508 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $1.76M.
State Street Technology Select Sector SPDR ETF made up 0.62% of Plan Group Financial's portfolio in Q1 2026, its #56 holding.
Plan Group Financial first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2024 and has held it in 6 quarters since.
2,402 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.