Baker Boyer National Bank’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Baker Boyer National Bank’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	$487K	Hold	2,556	–	–	0.13%	56
2026 Q1	$340K	Hold	2,556	–	–	0.1%	62
2025 Q4	$368K	Hold	2,556	–	–	0.11%	64
2025 Q3	$360K	Buy	2,556 +54	+2%	+$7.15K	0.12%	62
2025 Q2	$317K	Buy	+2,502	New	+$278K	0.11%	63
2023 Q3	–	Sell	-5,004	Closed	-$435K	–	91
2023 Q2	$435K	Sell	5,004 -1,988	-28%	-$157K	0.16%	51
2023 Q1	$528K	Hold	6,992	–	–	0.2%	40
2022 Q4	$435K	Hold	6,992	–	–	0.18%	44
2022 Q3	$415K	Hold	6,992	–	–	0.18%	43
2022 Q2	$444K	Hold	6,992	–	–	0.23%	47
2022 Q1	$556K	Sell	6,992 -7,416	-51%	-$582K	0.27%	45
2021 Q4	$1.25M	Buy	+14,408	New	+$1.19M	0.58%	26
2021 Q2	$444K	Buy	+6,992	New	+$490K	0.23%	47
2018 Q1	$471K	Buy	14,408 +6,992	+94%	+$235K	1.43%	22
2017 Q4	$237K	Hold	7,416	–	–	0.71%	49
2017 Q3	$219K	Hold	7,416	–	–	0.72%	47
2017 Q2	$203K	Buy	+7,416	New	+$204K	0.81%	43

Other funds holding XLK

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

Baker Boyer National Bank's XLK Position: Q2 2026 in Review

Baker Boyer National Bank held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 2,556 shares worth $487K. The position accounts for 0.13% of the portfolio, ranked #56.

Baker Boyer National Bank first reported a position in XLK in Q2 2017 and has held it in 17 quarters since. The position peaked at $1.25M in Q4 2021. 1,377 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Baker Boyer National Bank held 2,556 shares of State Street Technology Select Sector SPDR ETF worth $487K as of Q2 2026.
Baker Boyer National Bank left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.13% of Baker Boyer National Bank's portfolio in Q2 2026, its #56 holding.
Baker Boyer National Bank first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2017 and has held it in 17 quarters since.
Baker Boyer National Bank's State Street Technology Select Sector SPDR ETF position peaked at $1.25M in Q4 2021.
1,377 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Baker Boyer National Bank's 13F filing for Q2 2026, filed 27 Jul 2026.