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

Bell 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	$309K	Buy	1,623 +29	+2%	+$4.96K	0.01%	165
2026 Q1	$212K	Sell	1,594 -42	-3%	-$5.92K	0.01%	182
2025 Q4	$236K	Hold	1,636	–	–	0.01%	174
2025 Q3	$231K	Sell	1,636 -1,338	-45%	-$177K	0.01%	184
2025 Q2	$377K	Buy	2,974 +868	+41%	+$96.3K	0.02%	158
2025 Q1	$217K	Hold	2,106	–	–	0.01%	181
2024 Q4	$245K	Buy	2,106 +42	+2%	+$4.89K	0.02%	174
2024 Q3	$233K	Sell	2,064 -90	-4%	-$9.88K	0.03%	163
2024 Q2	$244K	Hold	2,154	–	–	0.02%	175
2024 Q1	$224K	Hold	2,154	–	–	0.02%	177
2023 Q4	$207K	Buy	+2,154	New	+$192K	0.02%	170
2023 Q3	–	Sell	-2,436	Closed	-$212K	–	194
2023 Q2	$212K	Buy	+2,436	New	+$192K	0.02%	178
2022 Q2	–	Sell	-2,816	Closed	-$224K	–	212
2022 Q1	$224K	Hold	2,816	–	–	0.03%	165
2021 Q4	$245K	Buy	+2,816	New	+$232K	0.03%	162
2018 Q4	–	Sell	-5,522	Closed	-$208K	–	145
2018 Q3	$208K	Buy	+5,522	New	+$203K	0.06%	146

Other funds holding XLK

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

LFS

Lighthouse Financial Services Brea, California $476M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Bell Bank's XLK Position: Q2 2026 in Review

Bell Bank increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 1.8% in Q2 2026, buying an estimated $4.96K and bringing the position to 1,623 shares worth $309K. The position accounts for 0.01% of the portfolio, ranked #165.

Bell Bank first reported a position in XLK in Q3 2018 and has held it in 15 quarters since. The position peaked at $377K in Q2 2025. 671 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Bell Bank held 1,623 shares of State Street Technology Select Sector SPDR ETF worth $309K as of Q2 2026.
Bell Bank bought 29 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $4.96K.
State Street Technology Select Sector SPDR ETF made up 0.01% of Bell Bank's portfolio in Q2 2026, its #165 holding.
Bell Bank first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2018 and has held it in 15 quarters since.
Bell Bank's State Street Technology Select Sector SPDR ETF position peaked at $377K in Q2 2025.
671 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Bell Bank's 13F filing for Q2 2026, filed 16 Jul 2026.