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 Q3	$503K	Sell	2,715 -2,152	-44%	-$397K	0.1%	120
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

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Bar Harbor Wealth Management Concord, New Hampshire $1.82B AUM 24.36% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Plan Group Financial's XLK Position: Q3 2026 in Review

Plan Group Financial reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 44% in Q3 2026, selling an estimated $397K and leaving 2,715 shares worth $503K. The position accounts for 0.1% of the portfolio, ranked #120.

Plan Group Financial first reported a position in XLK in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.64M in Q1 2026. 951 funds tracked by Wall St. Rank hold XLK as of Q3 2026.

Plan Group Financial held 2,715 shares of State Street Technology Select Sector SPDR ETF worth $503K as of Q3 2026.
Plan Group Financial sold 2,152 State Street Technology Select Sector SPDR ETF shares in Q3 2026, an estimated $397K.
State Street Technology Select Sector SPDR ETF made up 0.1% of Plan Group Financial's portfolio in Q3 2026, its #120 holding.
Plan Group Financial first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2024 and has held it in 8 quarters since.
Plan Group Financial's State Street Technology Select Sector SPDR ETF position peaked at $2.64M in Q1 2026.
951 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.