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

Total Wealth Planning & 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	$691K	Sell	5,200 -2,782	-35%	-$392K	0.51%	68
2025 Q4	$1.15M	Buy	+7,982	New	+$1.15M	0.85%	26
2025 Q2	$1.38M	Buy	10,864 +5,630	+108%	+$625K	1.11%	17
2025 Q1	$540K	Sell	5,234 -5,798	-53%	-$657K	0.51%	62
2024 Q4	$1.28M	Buy	+11,032	New	+$1.28M	1.16%	17

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

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

Total Wealth Planning & Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 35% in Q1 2026, selling an estimated $392K and leaving 5,200 shares worth $691K. The position accounts for 0.51% of the portfolio, ranked #68.

Total Wealth Planning & Management first reported a position in XLK in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.38M in Q2 2025. 2,402 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Total Wealth Planning & Management held 5,200 shares of State Street Technology Select Sector SPDR ETF worth $691K as of Q1 2026.
Total Wealth Planning & Management sold 2,782 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $392K.
State Street Technology Select Sector SPDR ETF made up 0.51% of Total Wealth Planning & Management's portfolio in Q1 2026, its #68 holding.
Total Wealth Planning & Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2024 and has held it in 5 quarters since.
Total Wealth Planning & Management's State Street Technology Select Sector SPDR ETF position peaked at $1.38M in Q2 2025.
2,402 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.