Retirement Planning Group (Kansas)’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Retirement Planning Group (Kansas)’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	$5.45M	Buy	28,625 +1	+0%	+$171	0.14%	70
2026 Q1	$3.8M	Buy	28,624 +3,541	+14%	+$499K	0.12%	80
2025 Q4	$3.61M	Buy	25,083 +2,125	+9%	+$307K	0.12%	78
2025 Q3	$3.24M	Sell	22,958 -136	-0.6%	-$18K	0.11%	80
2025 Q2	$2.92M	Sell	23,094 -12,160	-34%	-$1.35M	0.12%	65
2025 Q1	$3.64M	Buy	35,254 +9,318	+36%	+$1.06M	0.17%	50
2024 Q4	$3.02M	Buy	25,936 +4,248	+20%	+$494K	0.15%	58
2024 Q3	$2.45M	Hold	21,688	–	–	0.13%	75
2024 Q2	$2.45M	Buy	21,688 +1,162	+6%	+$122K	0.16%	61
2024 Q1	$2.14M	Buy	20,526 +632	+3%	+$63.9K	0.16%	64
2023 Q4	$1.91M	Buy	+19,894	New	+$1.77M	0.17%	48
2022 Q1	–	Sell	-3,164	Closed	-$275K	–	116
2021 Q4	$275K	Buy	+3,164	New	+$261K	0.03%	89

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

Retirement Planning Group (Kansas)'s XLK Position: Q2 2026 in Review

Retirement Planning Group (Kansas) increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0% in Q2 2026, buying an estimated $171 and bringing the position to 28,625 shares worth $5.45M. The position accounts for 0.14% of the portfolio, ranked #70.

Retirement Planning Group (Kansas) first reported a position in XLK in Q4 2021 and has held it in 12 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Retirement Planning Group (Kansas) held 28,625 shares of State Street Technology Select Sector SPDR ETF worth $5.45M as of Q2 2026.
Retirement Planning Group (Kansas) bought 1 State Street Technology Select Sector SPDR ETF share in Q2 2026, an estimated $171.
State Street Technology Select Sector SPDR ETF made up 0.14% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #70 holding.
Retirement Planning Group (Kansas) first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and has held it in 12 quarters since.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.