Total Wealth Planning & Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History
Bought
Maintained
Sold
Other funds holding XLK
APTFM
Total Wealth Planning & Management's XLK Position: Q2 2026 in Review
Total Wealth Planning & Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 76% in Q2 2026, buying an estimated $671K and bringing the position to 9,127 shares worth $1.74M. The position accounts for 1.18% of the portfolio, ranked #13.
Total Wealth Planning & Management first reported a position in XLK in Q4 2024 and has held it in 6 quarters since. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.
- Total Wealth Planning & Management held 9,127 shares of State Street Technology Select Sector SPDR ETF worth $1.74M as of Q2 2026.
- Total Wealth Planning & Management bought 3,927 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $671K.
- State Street Technology Select Sector SPDR ETF made up 1.18% of Total Wealth Planning & Management's portfolio in Q2 2026, its #13 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 6 quarters since.
- 2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.
Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.