Bank Julius Baer & Co’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Bank Julius Baer & Co’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	$1.97M	Buy	10,362 +240	+2%	+$41K	0.01%	337
2026 Q1	$1.35M	Sell	10,122 -700	-6%	-$98.6K	﹤0.01%	357
2025 Q4	$1.56M	Hold	10,822	–	–	﹤0.01%	343
2025 Q3	$1.53M	Sell	10,822 -500	-4%	-$66.2K	﹤0.01%	345
2025 Q2	$1.43M	Hold	11,322	–	–	﹤0.01%	315
2025 Q1	$1.17M	Buy	11,322 +1,062	+10%	+$120K	﹤0.01%	308
2024 Q4	$1.32M	Buy	10,260 +710	+7%	+$82.6K	﹤0.01%	297
2024 Q3	$1.28M	Buy	9,550 +8,418	+744%	+$924K	﹤0.01%	274
2024 Q2	$143K	Sell	1,132 -258	-19%	-$27.2K	﹤0.01%	365
2024 Q1	$145K	Hold	1,390	–	–	﹤0.01%	411
2023 Q4	$134K	Sell	1,390 -5,636	-80%	-$502K	﹤0.01%	428
2023 Q3	$576K	Buy	7,026 +4,398	+167%	+$377K	﹤0.01%	302
2023 Q2	$229K	Sell	2,628 -6,118	-70%	-$482K	﹤0.01%	396
2023 Q1	$660K	Buy	8,746 +6,258	+252%	+$431K	﹤0.01%	318
2022 Q4	$155K	Buy	2,488 +2,096	+535%	+$133K	﹤0.01%	444
2022 Q3	$23K	Sell	392 -6	-2%	-$409	﹤0.01%	534
2022 Q2	$25K	Buy	+398	New	+$27.7K	﹤0.01%	563
2021 Q3	–	Sell	-4,550	Closed	-$336K	–	871
2021 Q2	$336K	Sell	4,550 -27,378	-86%	-$1.92M	﹤0.01%	503
2021 Q1	$2.12M	Sell	31,928 -9,650	-23%	-$637K	0.02%	267
2020 Q4	$2.7M	Buy	41,578 +2	+0%	+$122	0.02%	235
2020 Q3	$2.42M	Buy	41,576 +34,776	+511%	+$1.96M	0.02%	209
2020 Q2	$355K	Hold	6,800	–	–	﹤0.01%	395
2020 Q1	$273K	Buy	+6,800	New	+$310K	0.01%	372

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

Bank Julius Baer & Co's XLK Position: Q2 2026 in Review

Bank Julius Baer & Co increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 2.4% in Q2 2026, buying an estimated $41K and bringing the position to 10,362 shares worth $1.97M. The position accounts for 0.01% of the portfolio, ranked #337.

Bank Julius Baer & Co first reported a position in XLK in Q1 2020 and has held it in 23 quarters since. The position peaked at $2.7M in Q4 2020. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Bank Julius Baer & Co held 10,362 shares of State Street Technology Select Sector SPDR ETF worth $1.97M as of Q2 2026.
Bank Julius Baer & Co bought 240 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $41K.
State Street Technology Select Sector SPDR ETF made up 0.01% of Bank Julius Baer & Co's portfolio in Q2 2026, its #337 holding.
Bank Julius Baer & Co first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2020 and has held it in 23 quarters since.
Bank Julius Baer & Co's State Street Technology Select Sector SPDR ETF position peaked at $2.7M in Q4 2020.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Bank Julius Baer & Co's 13F filing for Q2 2026, filed 10 Aug 2026.