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

Sequent 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 Q1	$9.97M	Buy	74,999 +6,620	+10%	+$933K	2.41%	7
2025 Q4	$9.84M	Buy	68,379 +10,335	+18%	+$1.49M	2.51%	7
2025 Q3	$8.18M	Buy	58,044 +1,550	+3%	+$205K	2.32%	8
2025 Q2	$7.15M	Buy	56,494 +12,876	+30%	+$1.43M	2.27%	8
2025 Q1	$4.5M	Buy	43,618 +15,184	+53%	+$1.72M	1.62%	15
2024 Q4	$3.31M	Buy	28,434 +7,134	+33%	+$830K	1.21%	21
2024 Q3	$2.4M	Buy	21,300 +1,836	+9%	+$202K	0.83%	25
2024 Q2	$2.22M	Sell	19,464 -580	-3%	-$61.1K	0.76%	25
2024 Q1	$2.09M	Buy	+20,044	New	+$2.03M	0.76%	23

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

Sequent Planning's XLK Position: Q1 2026 in Review

Sequent Planning increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 9.7% in Q1 2026, buying an estimated $933K and bringing the position to 74,999 shares worth $9.97M. The position accounts for 2.41% of the portfolio, ranked #7.

Sequent Planning first reported a position in XLK in Q1 2024 and has held it in 9 quarters since. 2,400 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Sequent Planning held 74,999 shares of State Street Technology Select Sector SPDR ETF worth $9.97M as of Q1 2026.
Sequent Planning bought 6,620 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $933K.
State Street Technology Select Sector SPDR ETF made up 2.41% of Sequent Planning's portfolio in Q1 2026, its #7 holding.
Sequent Planning first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2024 and has held it in 9 quarters since.
2,400 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Sequent Planning's 13F filing for Q1 2026, filed 21 Apr 2026.