Spartan Planning & Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Spartan Planning & Wealth Management’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	$571K	Sell	4,299 -3,602	-46%	-$508K	0.42%	35
2025 Q4	$1.14M	Sell	7,901 -841	-10%	-$121K	0.84%	22
2025 Q3	$1.23M	Sell	8,742 -124	-1%	-$16.4K	0.96%	23
2025 Q2	$1.12M	Buy	+8,866	New	+$984K	0.96%	21
2025 Q1	–	Sell	-11,454	Closed	-$1.33M	–	83
2024 Q4	$1.33M	Buy	+11,454	New	+$1.33M	1.22%	23
2023 Q4	$217K	Buy	2,250 +984	+78%	+$87.6K	0.23%	53
2023 Q3	$104K	Buy	+1,266	New	+$109K	0.12%	74

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

Spartan Planning & Wealth Management's XLK Position: Q1 2026 in Review

Spartan Planning & Wealth Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 46% in Q1 2026, selling an estimated $508K and leaving 4,299 shares worth $571K. The position accounts for 0.42% of the portfolio, ranked #35.

Spartan Planning & Wealth Management first reported a position in XLK in Q3 2023 and has held it in 7 quarters since. The position peaked at $1.33M in Q4 2024. 2,400 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Spartan Planning & Wealth Management held 4,299 shares of State Street Technology Select Sector SPDR ETF worth $571K as of Q1 2026.
Spartan Planning & Wealth Management sold 3,602 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $508K.
State Street Technology Select Sector SPDR ETF made up 0.42% of Spartan Planning & Wealth Management's portfolio in Q1 2026, its #35 holding.
Spartan Planning & Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2023 and has held it in 7 quarters since.
Spartan Planning & Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $1.33M in Q4 2024.
2,400 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.