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	$11.2K	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

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 $445B AUM 25.58% 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 $424B AUM 22.96% 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 Montreal's XLK Position: Q1 2026 in Review

Bank of Montreal reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 12% in Q1 2026, selling an estimated $20.9M and leaving 1,128,893 shares worth $150M. The position accounts for 0.06% of the portfolio, ranked #274.

Bank of Montreal first reported a position in XLK in Q2 2013 and has held it in 52 quarters since. The position peaked at $413M in Q2 2024. 2,412 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Bank of Montreal held 1,128,893 shares of State Street Technology Select Sector SPDR ETF worth $150M as of Q1 2026.
Bank of Montreal sold 148,436 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $20.9M.
State Street Technology Select Sector SPDR ETF made up 0.06% of Bank of Montreal's portfolio in Q1 2026, its #274 holding.
Bank of Montreal first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2013 and has held it in 52 quarters since.
Bank of Montreal's State Street Technology Select Sector SPDR ETF position peaked at $413M in Q2 2024.
2,412 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

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