Bank of Marin’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Bank of Marin’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 Q1	$5.65M	Sell	42,528 -174	-0.4%	-$24.5K	4.12%	3
2025 Q4	$6.15M	Sell	42,702 -1,252	-3%	-$181K	4.24%	3
2025 Q3	$6.19M	Buy	43,954 +388	+0.9%	+$51.4K	4.37%	3
2025 Q2	$5.52M	Buy	+43,566	New	+$4.83M	4.16%	3
2025 Q1	–	Sell	-43,182	Closed	-$5.02M	–	130
2024 Q4	$5.02M	Buy	43,182 +192	+0.4%	+$22.3K	3.97%	3
2024 Q3	$4.85M	Sell	42,990 -988	-2%	-$108K	3.91%	3
2024 Q2	$4.97M	Sell	43,978 -1,268	-3%	-$134K	4.28%	3
2024 Q1	$4.71M	Sell	45,246 -2,672	-6%	-$270K	4.14%	3
2023 Q4	$4.61M	Sell	47,918 -1,394	-3%	-$124K	4.13%	3
2023 Q3	$4.04M	Buy	49,312 +4,388	+10%	+$376K	3.94%	3
2023 Q2	$3.91M	Sell	44,924 -1,196	-3%	-$94.3K	3.64%	4
2023 Q1	$3.48M	Sell	46,120 -1,692	-4%	-$116K	3.33%	4
2022 Q4	$2.97M	Buy	47,812 +528	+1%	+$33.5K	2.79%	4
2022 Q3	$2.81M	Sell	47,284 -3,496	-7%	-$239K	2.76%	4
2022 Q2	$3.23M	Sell	50,780 -3,144	-6%	-$219K	2.84%	4
2022 Q1	$4.29M	Buy	53,924 +1,106	+2%	+$86.8K	3.12%	4
2021 Q4	$4.59M	Sell	52,818 -1,266	-2%	-$104K	3.06%	4
2021 Q3	$4.04M	Buy	54,084 +2,380	+5%	+$184K	2.95%	4
2021 Q2	$3.82M	Buy	51,704 +736	+1%	+$51.6K	2.79%	4
2021 Q1	$3.38M	Sell	50,968 -332	-0.6%	-$21.9K	2.68%	4
2020 Q4	$3.33M	Sell	51,300 -208	-0.4%	-$12.7K	2.81%	4
2020 Q3	$3M	Buy	51,508 +1,504	+3%	+$85K	3.09%	3
2020 Q2	$2.61M	Sell	50,004 -386	-0.8%	-$18.2K	2.98%	4
2020 Q1	$2.02M	Sell	50,390 -186	-0.4%	-$8.49K	2.76%	3
2019 Q4	$2.32M	Buy	+50,576	New	+$2.16M	2.34%	5

Other funds holding XLK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of Marin's XLK Position: Q1 2026 in Review

Bank of Marin reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.41% in Q1 2026, selling an estimated $24.5K and leaving 42,528 shares worth $5.65M. The position accounts for 4.12% of the portfolio, ranked #3.

Bank of Marin first reported a position in XLK in Q4 2019 and has held it in 25 quarters since. The position peaked at $6.19M in Q3 2025. 2,405 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Bank of Marin held 42,528 shares of State Street Technology Select Sector SPDR ETF worth $5.65M as of Q1 2026.
Bank of Marin sold 174 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $24.5K.
State Street Technology Select Sector SPDR ETF made up 4.12% of Bank of Marin's portfolio in Q1 2026, its #3 holding.
Bank of Marin first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2019 and has held it in 25 quarters since.
Bank of Marin's State Street Technology Select Sector SPDR ETF position peaked at $6.19M in Q3 2025.
2,405 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Bank of Marin's 13F filing for Q1 2026, filed 14 May 2026.