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 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

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

PlanWiser Financial's XLK Position: Q1 2026 in Review

PlanWiser Financial reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 17% in Q1 2026, selling an estimated $586K and leaving 20,211 shares worth $3.04M. The position accounts for 2.2% of the portfolio, ranked #17.

PlanWiser Financial first reported a position in XLK in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.5M in Q4 2025. 2,403 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

PlanWiser Financial held 20,211 shares of State Street Technology Select Sector SPDR ETF worth $3.04M as of Q1 2026.
PlanWiser Financial sold 4,160 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $586K.
State Street Technology Select Sector SPDR ETF made up 2.2% of PlanWiser Financial's portfolio in Q1 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 4 quarters since.
PlanWiser Financial's State Street Technology Select Sector SPDR ETF position peaked at $3.5M in Q4 2025.
2,403 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on PlanWiser Financial's 13F filing for Q1 2026, filed 12 May 2026.