WFP
XLK icon

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

Welch Financial Planning’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 		$18.4M Buy
96,704
+4,328
+5% +$739K 10.74% 1
2026
Q1 		$12.3M Buy
92,376
+6,743
+8% +$950K 8.83% 2
2025
Q4 		$12.3M Buy
+85,633
New +$12.4M 8.98% 3

Other funds holding XLK

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
JSAM
J. Safra Asset Management New York $2.17B AUM 29.66% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Welch Financial Planning's XLK Position: Q2 2026 in Review

Welch Financial Planning increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 4.7% in Q2 2026, buying an estimated $739K and bringing the position to 96,704 shares worth $18.4M. The position accounts for 10.74% of the portfolio, ranked #1.

Welch Financial Planning first reported a position in XLK in Q4 2025 and has held it in 3 quarters since. 1,718 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Welch Financial Planning held 96,704 shares of State Street Technology Select Sector SPDR ETF worth $18.4M as of Q2 2026.
  • Welch Financial Planning bought 4,328 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $739K.
  • State Street Technology Select Sector SPDR ETF made up 10.74% of Welch Financial Planning's portfolio in Q2 2026, its #1 holding.
  • Welch Financial Planning first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,718 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Welch Financial Planning's 13F filing for Q2 2026, filed 15 Jul 2026.