Plancorp LLC’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Plancorp LLC’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	$301K	Sell	1,661 -639	-28%	-$109K	0.01%	328
2026 Q1	$328K	Buy	2,300 +168	+8%	+$23.7K	0.01%	274
2025 Q4	$307K	Sell	2,132 -14	-0.7%	-$2.02K	0.01%	282
2025 Q3	$302K	Buy	+2,146	New	+$284K	0.01%	298

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

Plancorp LLC's XLK Position: Q2 2026 in Review

Plancorp LLC reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 28% in Q2 2026, selling an estimated $109K and leaving 1,661 shares worth $301K. The position accounts for 0.01% of the portfolio, ranked #328.

Plancorp LLC first reported a position in XLK in Q3 2025 and has held it in 4 quarters since. The position peaked at $328K in Q1 2026. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Plancorp LLC held 1,661 shares of State Street Technology Select Sector SPDR ETF worth $301K as of Q2 2026.
Plancorp LLC sold 639 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $109K.
State Street Technology Select Sector SPDR ETF made up 0.01% of Plancorp LLC's portfolio in Q2 2026, its #328 holding.
Plancorp LLC first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2025 and has held it in 4 quarters since.
Plancorp LLC's State Street Technology Select Sector SPDR ETF position peaked at $328K in Q1 2026.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.