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

PlanWiser 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	$3.26M	Sell	17,096 -3,115	-15%	-$532K	2.26%	17
2026 Q1	$3.04M	Sell	20,211 -4,160	-17%	-$586K	2.2%	17
2025 Q4	$3.5M	Buy	24,371 +6,715	+38%	+$970K	2.62%	12
2025 Q3	$2.67M	Sell	17,656 -5,508	-24%	-$729K	2.12%	20
2025 Q2	$3.06M	Buy	+23,164	New	+$2.57M	2.61%	12

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

PlanWiser Financial's XLK Position: Q2 2026 in Review

PlanWiser Financial reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 15% in Q2 2026, selling an estimated $532K and leaving 17,096 shares worth $3.26M. The position accounts for 2.26% of the portfolio, ranked #17.

PlanWiser Financial first reported a position in XLK in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.5M in Q4 2025. 2,667 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

PlanWiser Financial held 17,096 shares of State Street Technology Select Sector SPDR ETF worth $3.26M as of Q2 2026.
PlanWiser Financial sold 3,115 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $532K.
State Street Technology Select Sector SPDR ETF made up 2.26% of PlanWiser Financial's portfolio in Q2 2026, its #17 holding.
PlanWiser Financial first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2025 and has held it in 5 quarters since.
PlanWiser Financial's State Street Technology Select Sector SPDR ETF position peaked at $3.5M in Q4 2025.
2,667 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on PlanWiser Financial's 13F filing for Q2 2026, filed 7 Aug 2026.