XLK — SELECT SECTOR SPDR TR

Ownership history in Sequent Planning LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which Sequent Planning LLC reported a position in SELECT SECTOR SPDR TR (XLK). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.51% (2025 Q4)
Avg. % of fund
1.53%
First filed
2024 Q1
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 68,379 +39,357 +135.6% 2.51% $9.8M $143.97
2025 Q3 ADDED 29,022 +775 +2.7% 2.32% $8.2M $140.72
2025 Q2 ADDED 28,247 +6,438 +29.5% 2.27% $7.2M $126.26
2025 Q1 ADDED 21,809 +7,592 +53.4% 1.62% $4.5M $102.78
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    XLK price (monthly, adj. close)

Other funds also holding XLK

As of 2025 Q4 — sorted by position size

Main Management ETF Advisors, LLC 3Y 7Y 28.25% IMZ Advisory Inc 26.43% TIFF ADVISORY SERVICES, LLC 3Y 7Y 15.4% SOUTHERN CAPITAL SERVICES INC /ADV 15.19% PTM WEALTH MANAGEMENT, LLC 14.72% Cerity Partners OCIO LLC 3Y 7Y 13.25% Conservest Capital Advisors, Inc. 3Y 7Y 11.97% Biltmore Wealth Management, LLC 3Y 7Y 11.87% Cooksen Wealth, LLC 11.86% Fox Financial, Inc 11.74%
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