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

RCS Financial Planning’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	$581K	Sell	3,050 -80	-3%	-$13.7K	0.28%	63
2026 Q1	$416K	Buy	3,130 +976	+45%	+$138K	0.22%	72
2025 Q4	$310K	Hold	2,154	–	–	0.13%	79
2025 Q3	$304K	Hold	2,154	–	–	0.13%	79
2025 Q2	$273K	Buy	+2,154	New	+$239K	0.14%	73

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

RCS Financial Planning's XLK Position: Q2 2026 in Review

RCS Financial Planning reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 2.6% in Q2 2026, selling an estimated $13.7K and leaving 3,050 shares worth $581K. The position accounts for 0.28% of the portfolio, ranked #63.

RCS Financial Planning first reported a position in XLK in Q2 2025 and has held it in 5 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

RCS Financial Planning held 3,050 shares of State Street Technology Select Sector SPDR ETF worth $581K as of Q2 2026.
RCS Financial Planning sold 80 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $13.7K.
State Street Technology Select Sector SPDR ETF made up 0.28% of RCS Financial Planning's portfolio in Q2 2026, its #63 holding.
RCS Financial Planning first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2025 and has held it in 5 quarters since.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on RCS Financial Planning's 13F filing for Q2 2026, filed 22 Jul 2026.