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Planning Center Inc’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Planning Center Inc’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 		$239K Buy
+1,253
New +$214K 0.02% 74
2022
Q2 		– Sell
-2,640
Closed -$210K – 54
2022
Q1 		$210K Hold
2,640
– – 0.6% 44
2021
Q4 		$216K Buy
+2,640
New +$217K 0.17% 48

Other funds holding XLK

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Planning Center Inc's XLK Position: Q2 2026 in Review

Planning Center Inc opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q2 2026: 1,253 shares worth $239K. The stake represents 0.02% of the portfolio and ranks #74 among its holdings. This is a return to the name: Planning Center Inc previously reported a position in XLK as recently as Q1 2022.

Planning Center Inc first reported a position in XLK in Q4 2021 and has held it in 3 quarters since. 2,667 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Planning Center Inc held 1,253 shares of State Street Technology Select Sector SPDR ETF worth $239K as of Q2 2026.
  • State Street Technology Select Sector SPDR ETF was a new Planning Center Inc position in Q2 2026.
  • State Street Technology Select Sector SPDR ETF made up 0.02% of Planning Center Inc's portfolio in Q2 2026, its #74 holding.
  • Planning Center Inc first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and has held it in 3 quarters since.
  • 2,667 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Planning Center Inc's 13F filing for Q2 2026, filed 30 Jul 2026.