WealthPlan Investment Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

WealthPlan Investment 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 Q2	$2.85M	Sell	14,971 -86	-0.6%	-$14.7K	0.14%	133
2026 Q1	$2M	Buy	15,057 +4,415	+41%	+$622K	0.11%	156
2025 Q4	$1.53M	Buy	10,642 +3,040	+40%	+$439K	0.1%	164
2025 Q3	$1.07M	Buy	7,602 +778	+11%	+$103K	0.07%	176
2025 Q2	$864K	Buy	6,824 +188	+3%	+$20.9K	0.06%	187
2025 Q1	$685K	Buy	6,636 +840	+14%	+$95.2K	0.07%	152
2024 Q4	$674K	Buy	5,796 +2,476	+75%	+$288K	0.07%	147
2024 Q3	$375K	Buy	3,320 +1,412	+74%	+$155K	0.04%	177
2024 Q2	$216K	Buy	+1,908	New	+$201K	0.03%	176
2023 Q3	–	Sell	-324	Closed	-$28.2K	–	365
2023 Q2	$28.2K	Sell	324 -174	-35%	-$13.7K	0.01%	229
2023 Q1	$37.7K	Sell	498 -6,206	-93%	-$427K	0.01%	267
2022 Q4	$479K	Buy	6,704 +922	+16%	+$58.6K	0.03%	261
2022 Q3	$375K	Buy	+5,782	New	+$395K	0.03%	278
2022 Q1	$504K	Buy	+7,130	New	+$560K	0.04%	247

Other funds holding XLK

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

WealthPlan Investment Management's XLK Position: Q2 2026 in Review

WealthPlan Investment Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.57% in Q2 2026, selling an estimated $14.7K and leaving 14,971 shares worth $2.85M. The position accounts for 0.14% of the portfolio, ranked #133.

WealthPlan Investment Management first reported a position in XLK in Q1 2022 and has held it in 14 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

WealthPlan Investment Management held 14,971 shares of State Street Technology Select Sector SPDR ETF worth $2.85M as of Q2 2026.
WealthPlan Investment Management sold 86 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $14.7K.
State Street Technology Select Sector SPDR ETF made up 0.14% of WealthPlan Investment Management's portfolio in Q2 2026, its #133 holding.
WealthPlan Investment Management first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2022 and has held it in 14 quarters since.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.