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

Bank of Montreal’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
2025 Q4	–	Sell	-200,000	Closed	-$28.2M	–	3868
2025 Q3	$28.2M	Buy	200,000 +195,600	+4,445%	+$25.9M	0.01%	672
2025 Q2	$557K	Sell	4,400 -46,000	-91%	-$5.1M	﹤0.01%	2220
2025 Q1	$5.2M	Sell	50,400 -97,400	-66%	-$11M	﹤0.01%	1155
2024 Q4	$17.2M	Hold	147,800	–	–	0.01%	798
2024 Q3	$16.6M	Hold	147,800	–	–	0.01%	854
2024 Q2	$17.1M	Hold	147,800	–	–	0.01%	822
2024 Q1	$15.5M	Sell	147,800 -2,200	-1%	-$222K	﹤0.01%	827
2023 Q4	$14.5M	Hold	150,000	–	–	﹤0.01%	895
2023 Q3	$13.2M	Buy	+150,000	New	+$12.9M	﹤0.01%	875
2023 Q1	–	Sell	-167,600	Closed	-$11.2M	–	4240
2022 Q4	$11.2M	Hold	167,600	–	–	﹤0.01%	934
2022 Q3	$11.2M	Buy	+167,600	New	+$11.4M	﹤0.01%	936
2020 Q1	–	Sell	-4,600,000	Closed	-$211M	–	4791
2019 Q4	$211M	Buy	+4,600,000	New	+$197M	0.16%	124
2017 Q4	–	Sell	-40,000	Closed	-$1.18M	–	4351
2017 Q3	$1.18M	Buy	+40,000	New	+$1.15M	﹤0.01%	1897
2017 Q1	–	Sell	-914,000	Closed	-$21.7M	–	4215
2016 Q4	$21.7M	Buy	+914,000	New	+$21.8M	0.02%	527
2015 Q2	–	Sell	-500,000	Closed	-$10.4M	–	4136
2015 Q1	$10.4M	Buy	+500,000	New	+$10.4M	0.01%	785
2014 Q3	–	Sell	-300,000	Closed	-$5.75M	–	4447
2014 Q2	$5.75M	Buy	+300,000	New	+$5.55M	0.01%	1031

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 22.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of Montreal's XLK Position: Q2 2026 in Review

Bank of Montreal increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 7.5% in Q2 2026, buying an estimated $14.4M and bringing the position to 1,213,135 shares worth $231M. The position accounts for 0.08% of the portfolio, ranked #204.

Bank of Montreal first reported a position in XLK in Q2 2013 and has held it in 53 quarters since. The position peaked at $413M in Q2 2024. 2,671 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Bank of Montreal held 1,213,135 shares of State Street Technology Select Sector SPDR ETF worth $231M as of Q2 2026.
Bank of Montreal bought 84,242 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $14.4M.
State Street Technology Select Sector SPDR ETF made up 0.08% of Bank of Montreal's portfolio in Q2 2026, its #204 holding.
Bank of Montreal first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2013 and has held it in 53 quarters since.
Bank of Montreal's State Street Technology Select Sector SPDR ETF position peaked at $413M in Q2 2024.
2,671 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.