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

Vertex Planning Partners’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	$1.53M	Buy	11,546 +2,621	+29%	+$369K	0.3%	46
2025 Q4	$1.28M	Sell	8,925 -361	-4%	-$52.1K	0.3%	45
2025 Q3	$1.31M	Sell	9,286 -15,354	-62%	-$2.03M	0.25%	60
2025 Q2	$3.12M	Sell	24,640 -3,278	-12%	-$364K	0.65%	34
2025 Q1	$2.88M	Sell	27,918 -1,548	-5%	-$176K	0.63%	32
2024 Q4	$3.43M	Sell	29,466 -50,248	-63%	-$5.85M	0.76%	31
2024 Q3	$9M	Sell	79,714 -998	-1%	-$110K	2.15%	11
2024 Q2	$9.13M	Buy	80,712 +2,776	+4%	+$292K	2.37%	11
2024 Q1	$8.12M	Buy	77,936 +2,604	+3%	+$263K	2.25%	11
2023 Q4	$7.25M	Buy	75,332 +60,084	+394%	+$5.35M	2.15%	11
2023 Q3	$1.25M	Sell	15,248 -9,576	-39%	-$821K	0.43%	33
2023 Q2	$2.16M	Buy	24,824 +2,140	+9%	+$169K	0.74%	20
2023 Q1	$1.71M	Buy	22,684 +6,276	+38%	+$432K	0.64%	25
2022 Q4	$1.02M	Buy	+16,408	New	+$1.04M	0.4%	32

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

Vertex Planning Partners's XLK Position: Q1 2026 in Review

Vertex Planning Partners increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 29% in Q1 2026, buying an estimated $369K and bringing the position to 11,546 shares worth $1.53M. The position accounts for 0.3% of the portfolio, ranked #46.

Vertex Planning Partners first reported a position in XLK in Q4 2022 and has held it in 14 quarters since. The position peaked at $9.13M in Q2 2024. 2,400 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Vertex Planning Partners held 11,546 shares of State Street Technology Select Sector SPDR ETF worth $1.53M as of Q1 2026.
Vertex Planning Partners bought 2,621 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $369K.
State Street Technology Select Sector SPDR ETF made up 0.3% of Vertex Planning Partners's portfolio in Q1 2026, its #46 holding.
Vertex Planning Partners first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2022 and has held it in 14 quarters since.
Vertex Planning Partners's State Street Technology Select Sector SPDR ETF position peaked at $9.13M in Q2 2024.
2,400 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Vertex Planning Partners's 13F filing for Q1 2026, filed 15 May 2026.