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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q4
$4 Buy
+1,000
New +$21.5K ﹤0.01% 1732

Other funds holding XLK

WealthPLAN Partners's XLK Position: Q2 2026 in Review

WealthPLAN Partners increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 2.9% in Q2 2026, buying an estimated $10.6K and bringing the position to 2,230 shares worth $425K. The position accounts for 0.08% of the portfolio, ranked #173.

WealthPLAN Partners first reported a position in XLK in Q1 2015 and has held it in 40 quarters since. The position peaked at $8.97M in Q2 2021. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • WealthPLAN Partners held 2,230 shares of State Street Technology Select Sector SPDR ETF worth $425K as of Q2 2026.
  • WealthPLAN Partners bought 62 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $10.6K.
  • State Street Technology Select Sector SPDR ETF made up 0.08% of WealthPLAN Partners's portfolio in Q2 2026, its #173 holding.
  • WealthPLAN Partners first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2015 and has held it in 40 quarters since.
  • WealthPLAN Partners's State Street Technology Select Sector SPDR ETF position peaked at $8.97M in Q2 2021.
  • 2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.