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United Financial Planning Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

United Financial Planning Group’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 		$28.3K Hold
149
– – 0.01% 137
2026
Q1 		$19.7K Sell
149
-200
-57% -$28.2K 0.01% 136
2025
Q4 		$50.2K Buy
349
+199
+133% +$28.7K 0.03% 92
2025
Q3 		$21K Buy
+150
New +$19.9K 0.01% 121

Other funds holding XLK

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
APTFM
AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

United Financial Planning Group's XLK Position: Q2 2026 in Review

United Financial Planning Group held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 149 shares worth $28.3K. The position accounts for 0.01% of the portfolio, ranked #137.

United Financial Planning Group first reported a position in XLK in Q3 2025 and has held it in 4 quarters since. The position peaked at $50.2K in Q4 2025. 2,671 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • United Financial Planning Group held 149 shares of State Street Technology Select Sector SPDR ETF worth $28.3K as of Q2 2026.
  • United Financial Planning Group left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Technology Select Sector SPDR ETF made up 0.01% of United Financial Planning Group's portfolio in Q2 2026, its #137 holding.
  • United Financial Planning Group first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2025 and has held it in 4 quarters since.
  • United Financial Planning Group's State Street Technology Select Sector SPDR ETF position peaked at $50.2K in Q4 2025.
  • 2,671 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.